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Insights

Bridging the Gap

Between industry news and personal experience.

Ohio Unemployment Fraud - What if I'm a Victim? Thumbnail

Ohio Unemployment Fraud - What if I'm a Victim?

Ohio unemployment compensation fraud is running rampant. The Ohio Department of Job and Family Services reported that for the week ending February 6, there were 44,000 potentially fraudulent unemployment claims out of 140,444 (31%). You may know a friend or family member that has been targeted in this identity theft scam or you may be a victim yourself.

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A Guide to Estate Planning Thumbnail

A Guide to Estate Planning

Many acknowledge they are in need of an estate plan yet struggle to actually put a plan in place. In fact, a recent 2021 study by caring.com found that only 32% of adult Americans have a will or another type of estate plan in place. The study also points out that the majority of those that do have documents in place are 55 and older.

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New Coronavirus Relief Bill Thumbnail

New Coronavirus Relief Bill

As of this afternoon, the Coronavirus Response and Relief Supplemental Appropriations Act had been passed by both the House and the Senate, but not yet signed by President Trump. Though President Trump is calling for some changes to the Act before he will sign, we wanted to address a summary of this bill that is over 5,500 pages and to highlight the areas that will impact a large percentage of our clients.

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Financial Preparedness for the Months Ahead Thumbnail

Financial Preparedness for the Months Ahead

Usually by this time of year vacations are over, children and grandchildren are settled back into school, and the focus begins to shift toward the upcoming holidays. However, as we are all reminded daily, 2020 has been anything but an ordinary year. Many individuals find themselves asking what they should be doing right now to plan for the months ahead.

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Preparing for the Months Ahead Thumbnail

Preparing for the Months Ahead

It is hard to believe we are already in the fourth quarter of 2020. Usually by this time of year, vacations are over, children and grandchildren are settled back into school, and the focus begins to shift toward the upcoming holidays. However, as we are all reminded daily, 2020 has been anything but an ordinary year. We are in the midst of a global health pandemic. There is civil unrest across the country and we are approaching a presidential election with a close race between two individuals who are vastly different.

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Tax Items for You to Consider Before Year-End Thumbnail

Tax Items for You to Consider Before Year-End

What a year it is has been so far, with the coronavirus pandemic throwing a wrench into our way of life. Social distancing from one another and wearing masks have become the new normal. Our nation has faced unprecedented times in terms of shutdown. Many businesses and schools have found themselves embracing technology in order to operate and move forward. Our government has taken several actions to provide relief to business and individual taxpayers, with the passing of the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act).

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Retiring During Uncertain Times Thumbnail

Retiring During Uncertain Times

Even during times of economic stability, retirement is a stressful and life changing decision. There are many factors to consider when deciding to retire. The current market environment adds an extra layer of importance to reviewing your personal financial situation and planning carefully. For anyone who recently retired or is planning to do so soon, here are several things you should consider.

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Teaching Kids About Money Thumbnail

Teaching Kids About Money

As many parents embrace summer and recover from a challenging stint of homeschooling their children, there is one aspect of education that will stay primarily our responsibility: teaching our children about money.

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