Broker Check

Blog

Wednesday, May 1, 2024

Two popular options for the self-employed are the Solo 401(k) and the SEP IRA (Simplified Employee Pension Individual Retirement Account). While both offer tax advantages and flexibility, they have distinct features that may make one...

Monday, April 1, 2024

April marks Financial Literacy Month, a pivotal time for individuals and families to focus on their financial well-being and equip themselves with the knowledge and skills necessary to make informed and effective decisions with all of their

Wednesday, March 13, 2024

As we are well into tax season, it’s the perfect time to discuss important tax deductions that you may be eligible for. Take a look below at the five most overlooked opportunities to manage your tax bill.

Tuesday, January 16, 2024

Are you familiar with the Ohio Angel Scholarship? This is something that presents a remarkable opportunity for residents of Ohio, enabling you to allocate your tax dollars towards supporting catholic schools within the state. By making...

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...