June 25, 2019

One of our Senior Financial Advisors, Mark Beaver, was recently quoted in an article discussing the dilemma some families are facing today: "Should we delay saving for retirement to help pay for our children's college?"

Check out the CNBC article here: https://www.cnbc....

February 22, 2019

Updates for 2019 may not be as dramatic as last year, but there are still some very import updates to contribution limits this year. If you are one that maxes out contributions to IRAs, Roths, 401(k)/403(b) or HSAs, you will want to make sure you adjust those contribut...

February 4, 2019

  1. When shopping for a car, keep your “trade-in” to yourself until the purchase price is agreed to.

  2. No matter whether you are buying new or used, or leasing, the purchase price matters.  Websites such as Edmunds.com can help you see what others are actually payin...

January 8, 2019

Mark Beaver recently appeared on Fox 28's Good Day Columbus to discuss tips on getting your finances right in the New Year. Check is out here: https://myfox28columbus.com/good-day-columbus/tips-for-get-your-finances-right-for-2019 

October 30, 2018

Investment portfolios should be invested on purpose and for a purpose. We’re working toward building and maintaining wealth for retirement, passing on a legacy, paying for college or other life objectives. Reacting to short-term market fluctuations may jeopardize those...

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2019 Tax Facts and Figures

February 22, 2019

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