Yes, there is chaos in the political world. Since it’s not related to our vocation around here, I’ll withhold comment, and let’s move on to a happier conversation.Paying for college.(Yes, that was sarcasm.)So much ink (and an abundance of pixels) has...
You probably already know this.If you’ve ever faced the pain of climbing out of the hole of an IRS debt, then you also realize that you get on all of the databases for debt consolidation and an abundance of over-aggressive marketing companies who want to take...
When it comes to your money, you’re either spending, saving, giving or investing. I know that many of my Greater Columbus Ohio clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a...
Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the Greater Columbus Ohio area.So much so, that it’s time we discuss estate planning with a technological twist.Before we get there though, may I offer...
The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It’s hard to say.But one thing is clear: basing your peace of mind on market signals is no way to live.That said, I’d love to see my Greater Columbus...
Unfortunately, this is a follow-up piece to some advice I shared in the spring — March to be exact.When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it’s also equally unpredictable....
With Labor Day behind us, fall is just around the corner.(And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.)Now … fall. This can be a happy...
We hear from clients, Greater Columbus Ohio business owners and families all the time who are facing a MOUNTAIN of stress over their finances.Because the fact of the matter is that when you are facing IRS debt, you’re likely also facing many other kinds of...
Many of our Greater Columbus Ohio clients are married. What I have to say today is still relevant, conceptually (and even in some of the details).So don’t skip on by.As I have talked about before, estate planning is something that many families continue to...
Sometimes real estate is more art than science.Because every homebuyer’s situation is nuanced from home to realtor to geographic location, there’s no cut-and-dried way to go about it, and that’s whether you’re investing, moving or selling.But...
