Blog

What Is a Legacy Contact—and Why Every Central Ohio Family Should Set One UpJessica Hultberg, CFP®Apr 30, 2025 | 9 min readWhen you think about estate planning, your mind probably goes straight to wills, trusts, and retirement accounts. But in today's digital age,...

The Foundation of a Strong Financial Plan for Central Ohio FamiliesMIKE KLUBNIKJuly 9th, 2024 | 7 min readJust Like Your Home, Your Finances Need a Strong Foundation When building a house in Dublin, Powell, or anywhere across Central Ohio, most people envision the...

Modern solutions for the inevitable need of long-term careAndy Keeler.April 15th, 2025 | 9 min readFinancial Opportunities Uncovered – Episode 23Hosted by Andy Keeler | Guests: Sherlyn Swindell and Lisa Harder   Executive Summary: Modern solutions for the...

How to Win Friends and Influence YourselfAndy Keeler.April 5th, 2025 | 9 min readFinancial Opportunities Uncovered – Episode 4 Hosted by Andy Keeler | Guest: Dr. Drew Hanks, Ohio State University   Executive Summary: How to Win Friends and Influence Yourself In...

Federal rate cutJessica Hutlberg. Sept 30th, 2024 | 9 min readAs you may have heard, the Federal Reserve recently cut its benchmark lending rate, and many are wondering how this affects their financial situation. What happened? The Federal Reserve made a significant...

2025 – 2026 FAFSA Filing DelaysAbby Rose Sept 30th, 2024 | 9 min readAs we wrap up the third quarter of 2024 and enter the fall season, typically this means our clients with college-age children are entering “FAFSA Season.” Also known as the Free Application for...

The Ultimate College-Readiness Financial Checklist for High-Net-Worth FamiliesJake MartinSep 15th, 2025 | 11 min readPreparing your child for college is an exciting milestone that also brings important legal, financial, and practical responsibilities, especially for...

How the New 'One Big Beautiful Bill' Might Impact Your TaxesAbby RoseJuly 15th, 2025 | 7 min readOn July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA). The recent enactment of the OBBBA includes several key changes for high-net-worth...

What Is a Legacy Contact—and Why Every Central Ohio Family Should Set One UpJessica Hultberg, CFP®Apr 30, 2025 | 9 min readWhen you think about estate planning, your mind probably goes straight to wills, trusts, and retirement accounts. But in today's digital age,...

The Foundation of a Strong Financial Plan for Central Ohio FamiliesMIKE KLUBNIKJuly 9th, 2024 | 7 min readJust Like Your Home, Your Finances Need a Strong Foundation When building a house in Dublin, Powell, or anywhere across Central Ohio, most people envision the...

The Blind Spots That Cost DIY Investors ThousandsAndy Keeler.April 17th, 2025 | 13 min readFinancial Opportunities Uncovered Hosted by Andy Keeler    Executive Summary: Why Even the Smartest DIY Investors Need Professional Financial Planning In this episode of...

The Ultimate College-Readiness Financial Checklist for High-Net-Worth FamiliesJake MartinSep 15th, 2025 | 11 min readPreparing your child for college is an exciting milestone that also brings important legal, financial, and practical responsibilities, especially for...

How the New 'One Big Beautiful Bill' Might Impact Your TaxesAbby RoseJuly 15th, 2025 | 7 min readOn July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA). The recent enactment of the OBBBA includes several key changes for high-net-worth...