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?

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Elder Care Financial Care

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

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Estate Planning Done Right

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

Chuck Franklin’s Four Common Investment Mistakes

by Chuck Franklin | September 19, 2019 | Blog | 0 Comments

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 Ohio...

What Do I Need To File My Taxes For 2019? Here’s Chuck Franklin’s Checklist

by Chuck Franklin | January 11, 2019 | Blog | 0 Comments

Oh, you thought that calendar on your phone was accurate, did you? You thought 2018 was DONE WITH. OVER. (Hurrah)?Whoops. The fact is that over the following weeks and months, you will be reliving all of your financial decisions from 2018 while we put together your...

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

by Chuck Franklin | January 8, 2018 | Blog | 0 Comments

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...

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

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

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...

Read This Before Trusting Your Tax Filing To A Greater Columbus Ohio Tax Professional

by Chuck Franklin | February 18, 2020 | Blog | 0 Comments

Listen, I know how hard it is to move from one tax professional to another.Which is why I would like to take a minute here to address YOU, if you are someone who hasn't yet made the decision to use our services.After all, we've helped many Greater Columbus Ohio...

Stimulus Payments, Retirement Account Updates and Tax Changes for Greater Columbus Ohio Taxpayers

by Chuck Franklin | April 7, 2020 | Blog | 0 Comments

Chances are good that you or someone you know and love has lost their job recently. You've also probably been touched in some personal way by the actual virus (whether through someone you know, or with whom you keep in touch).This crisis has a steadily-unfolding...

Nine Crucial Questions To Prepare Greater Columbus Ohio Taxpayers For Their 2020 Taxes

by Chuck Franklin | October 14, 2020 | Blog | 0 Comments

First some important reminders for all Greater Columbus Ohio taxpayers, then I have a bunch of questions to which I'd like you to respond...Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is either VERY...

2018 Tax Refunds Have You Confused? Chuck Franklin Provides Clarity

by Chuck Franklin | February 19, 2018 | Blog | 0 Comments

We are cranking along with tax return preparation here at Chuck Franklin CPA, LLC, and there are some interesting things that you should know about from Tax Land (that wild, scintillating world that it is). Look -- it is our J-O-B to handle this junk so you don't have...

The New Stimulus Update and Tax Issues for Greater Columbus Ohio Filers

by Chuck Franklin | March 21, 2021 | Blog | 0 Comments

The "American Rescue Plan" has been finalized. And there are things about the new stimulus update our Greater Columbus Ohio clients should know.While I normally write weekly, there is information in this strategy note that you need to know about now that might even...

Greater Columbus Ohio Folks With Student Loans, Or Who Take An RMD, You’ve Got To Read This

by Chuck Franklin | May 12, 2020 | Blog | 0 Comments

It feels to me that we're all in need of some good news.I have some great news for the young (ish) and the old (ish), but before I get there, I'd like to encourage EVERY person who is reading this:Keep your head in the game.Yes -- we can so easily get caught up in...

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!

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