Financial Success for the Whole Family

One of the services we offer our clients is the opportunity for their children to meet with us to ensure they are starting off on the right track financially.  As I explained to 600 high school girls at the Young Women Lead Conference two weeks ago, their generation will have a much different experience during their work and retirement years than their parents and grandparents.    First, they are likely to change jobs much more frequently.  A recent study by the Future Workplace, Multiple Generations @ Work found that Millennials plan to stay in [read more]
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Changes to Your 529 Plan

New Advantages to College Advantage When saving for college education expenses for children or grandchildren, it is often our recommendation to start with a 529 plan. We’re fortunate in the State of Ohio to have one of the country’s best plans with several options to achieve a low cost, broadly diversified portfolio. As many of our clients and readers either own a CollegeAdvantage Direct 529 Savings Plan or have family, neighbors, or friends who do, I wanted to discuss a recent announcement about changes coming to the plan. While the changes should be a net… [read more]
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TAAG Education Series – Personal Finance for Pre-Retirees

What:
Who:
Individuals/couples within 5-15 years of retiring, retooling, or making a leap to a second or third career.  Now is the time to make sure the relationship between your money and your life is aligned with your goals for the rapidly approaching future.  Under a constant barrage of information about what’s best for you and your money, you want to learn how best to filter that information and make sure your path to retirement is on solid footing.
When:
Tuesday, November 12th at 6pm
Where:
TAAG Learning Center
9200 … [read more]
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My Health Care Plan

These days, few topics are as politically charged as healthcare. On October 1st, The Patient Protection and Affordable Care Act moved to the next stage of implementation with the rollout of the state insurance exchanges, and we’re all waiting to see what impact the Act will have on our personal finances and government spending in the future. Last week I attended a conference in Philadelphia for financial advisors, where the impact of healthcare costs was covered by Dr. Sanford Barth, a professor at Thomas Jefferson University who specializes in health care policy. Based on research… [read more]
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The Conservation of Drama

(from Seth Godin’s blog dated 9/17/2013. Click here for the original post.  Seth is the author of 17 books that have been bestsellers around the world and translated into more than 35 languages. He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of all, changing everything. You might be familiar with his books Linchpin, Tribes, The Dip and Purple Cow.  Follow Jason on Twitter @thisissethsblog.)     Everyone has a set point, a need/tolerance for a certain amount of drama in a life. I’m not talking about… [read more]
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Working Smarter, Not Harder

I have been working out with a personal trainer for over ten years to help me reach my fitness goals.  Six of those ten have been with the same person.  It took me awhile to find the trainer I was most comfortable with and that would create a plan tailored to my needs.  After going to the gym every week for the past decade, I began to think that I could create my own workout plan with the same results.  I subscribe to Women’s Health Magazine and I am always reading articles about health and [read more]
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