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.

Tax-Smart Ways to Run a Savvy Greater Columbus Ohio Side Hustle

by Chuck Franklin | June 21, 2019 | Blog | 0 Comments

I'm so old, I still remember the days when "hashtags" were only about a particular button on your phone.Yep, the world has shifted massively underfoot. You know it; we all know it.And one of the developments we've all seen is the proliferation of news feed gurus,...

Chuck Franklin’s Tax-Wise Charitable Giving Strategies

by Chuck Franklin | November 24, 2020 | Blog | 0 Comments

Fatigue.Lockdowns, election politics, masks -- we THOUGHT we might be done with these things by now ... but nope. And I bet you're tired of it all. Most Greater Columbus Ohio people are, aside from the zealots on every side. And I get it.That doesn't mean these things...

Conventional Financial Advice May Not Always Be Best by Chuck Franklin

by Chuck Franklin | December 15, 2017 | Blog | 0 Comments

Just to give you a little snapshot of why it's taking so long to get tax reform done (and I know -- you're surely waiting with bated breath), consider this: under certain circumstances with the proposed reform, some people would face a marginal tax rate of over 100%....

2018 Tax Reform Update And A Holiday Prayer from Chuck

by Chuck Franklin | December 18, 2017 | Blog | 0 Comments

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should...

How To Get Out of Debt Fast in Greater Columbus Ohio: 6 Key Steps

by Chuck Franklin | December 20, 2017 | Blog | 0 Comments

Often, when you're faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some Greater Columbus Ohio clients that I've walked...

Six Key Year-End Tax Moves That Greater Columbus Ohio Folks Should Consider

by Chuck Franklin | December 11, 2018 | Blog | 0 Comments

Do you see that train barrelling towards the station? The one with "2018" all over it? This calendar year is about to change in under three weeks, and most people I know couldn't be happier about the fact.But what that means for our Greater Columbus Ohio clients and...

Training Your Heart For Good Financial Stewardship In Greater Columbus Ohio

by Chuck Franklin | July 28, 2017 | Blog | 0 Comments

Working with my Greater Columbus Ohio clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think...

2018 Tax Planning Strategies Questionnaire For Greater Columbus Ohio Taxpayers

by Chuck Franklin | December 4, 2018 | Blog | 0 Comments

Wait, you thought I meant the holidays?Ha. As much as I love Andy Williams, what I REALLY mean is tax planning season. That is to say, year-end moves. :)And next week, I'll give you some generalized moves you can make that can affect your tax bill (in positive ways...

What Greater Columbus Ohio Landlords And Tenants Should Know About The CDC Eviction Stay

by Chuck Franklin | September 22, 2020 | Blog | 0 Comments

Floating under the radar during so much NOISE the past couple weeks ... the CDC announced a halt to evictions for renters, and that starts THIS WEEK.I have some guidance today for you about what that means (and what it doesn't), but a couple other things first, before...

What Greater Columbus Ohio Area Taxpayers Should Know About COVID-Related Scams

by Chuck Franklin | April 28, 2020 | Blog | 0 Comments

Anytime (like now) that there is a rollout of government assistance, we, here in Greater Columbus Ohio, can count on two things:1) Bumps in the road (it's hard to manage many millions of people needing help)2) SCAMSI haven't yet...

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!

Learn More

CLICK HERE TO ACCESS OUR NEWEST FREE REPORTS