For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

A Basic Mid-Year Tax Planning Method for Greater Columbus Ohio Taxpayers

Well, we are right in the thick of summer. It's hot. It's also tempting to just sit back and hit the cruise control for the next 6 weeks or so, and do nothing different, make no changes, plan no plans. Like many, you're probably averting your eyes from the national...

A Credit Freeze How-To, and Why Chuck Franklin Recommends It Now

I hope you're well today. This is the final week before extended returns are due (Monday, October 16th is the due date this year), so we are working hard with those clients who placed an extension on their filing to make sure that everything is set up and filed...

Chuck Franklin’s Common Financial Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check. But you're still not getting ahead. Well, sometimes, it's the unchallenged, mental...

Five Steps To Help Greater Columbus Ohio Families And Individuals Prepare for Financial Emergencies

With Hurricane Florence barrelling towards the southeastern United States, I'm reminded (again) about how the unexpected can put a big dent into a well-planned life.And as a planner by nature, these kinds of slow-approaching problems (like hurricanes), are the sort of...

Chuck Franklin CPA, LLC’s Guide to Nailing this Year’s Holiday Budget

Plans, plans, plans.We're all about those plans.These days, we're working with a fair number of our Greater Columbus Ohio clients to get ahead of all of the changes to the tax code. Yes, there's a larger standard deduction next year, and that might make sense for...

Four Tips For Greater Columbus Ohio Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Greater Columbus Ohio into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Greater Columbus Ohio who are paying...

New (and Old) Tax Scams Taxpayers In Greater Columbus Ohio Need To Know About

You'd think that this would be about golf, since here we are smack in the middle of summer. But I'm here with a word of caution about other kinds of traps, not of the sandy variety. Last week, we spoke about executors, and I'll return to that subject soon. But today,...

4 Goals To Jumpstart Your Financial Freedom In Greater Columbus Ohio In 2018

It feels VERY good to turn the page on 2017, doesn't it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I've already written about in some detail, we have a brand new...

Tax Planning Strategies For Greater Columbus Ohio Individuals and Families

As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that's exactly what we do with our Greater Columbus Ohio clients -- at least with those who are smart enough to take us up on it -- we PLAN...

Achieve Financial Independence in Greater Columbus Ohio by Outsourcing

If you pay close attention to the news media (which I don't advise, but in our digital world, it can be unavoidable), you might be feeling a weight, almost as if there is a sense of impending doom. I saw a recent survey that indicated that almost one third of...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!