Blog

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...

Investing During an Election YearAbby RoseAugust 7th, 2024 | 9 min readHow is the market impacted by an election year and what allocation changes should you be making because of it? These are just some of the many questions people ask before and during the election...

Reminder: The Stock Market Goes Down SometimesMark Beaver Apr 19, 2024 | 8 min readIf you ask almost any longtime investor if the stock market can be volatile, they would say, "Yes." They may also tell you to "Ignore short-term market fluctuations" and "stay focused...

What is the Bank Paying YOU?Andy Keeler, CFP®Feb 23, 2024 | 9 min readWhat is the bank paying you on your savings? Most people realize that it’s usually not a lot. But there is some comfort in having a stash at the brick-and-mortar bank up the street. As you know, the...

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...

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...