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Friday, November 30, 2018

As we emerged from the Thanksgiving holiday and returned to the office this week, many admitted to arriving early or staying late to scour the internet for the best Cyber Monday deals. The results are in & Amazon along with many other...

 

Monday, November 12, 2018

Many of my clients come to me wanting to contribute to charity in same way shape or form but simply don’t know the best route for them. Should they set-up a donor-advised fund or go toward a private foundation? Each of these...

 

Wednesday, October 31, 2018

It’s hard to believe we’re less than 3 months away from the 2019 New Year. Before you start thinking about your holiday shopping & Winter escapes, there is something else you should immediately put on your...

 

Wednesday, October 24, 2018

Of all the variables that make up your financial plan, the most sensitive by far is your living expense number. A slight shift in this number can drastically change the age in which you are on track to retire, how much you need to be...

 

Friday, October 5, 2018

Although it feels like summer has just ended, the holidays are a short month and a half away. Instead of spending time tax planning, focus on getting yourself organized now while you have some free time. You won’t want to take...

 

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Monday, September 24, 2018

Managing a portfolio is like driving a car blindfolded. It is impossible to know what twists and turns lie ahead. Most portfolio managers try to guess whether it will be a sharp right, a sharp left, when to speed up, and when to slow...

 

Thursday, September 13, 2018

It’s that time of year again where bookbags, notebooks and pens line the shelves at the stores. Technology companies flood television ads with commercials for the latest laptops and notepads. Everyone is talking about who the...

 

Thursday, September 6, 2018

Catch Me If You Can was one of my favorite movies when it was released 16 yrs ago – And not just for then (and now) heartthrob, Leonardo DiCaprio. I found the premise fascinating. The movie is based on the real-life story of...

 

Tuesday, August 21, 2018

My family and I moved last week, and I am the proud owner of a brand new 30-year fixed mortgage loan. At our closing, the person with the title agency showed me the amortization table and said, “Don’t be overwhelmed by the...

 

Monday, August 13, 2018

You have an estate plan; you probably even remember creating it—making the decisions and pulling together the documents was probably a time-consuming and tedious effort. The initial process of creating an estate plan can be...

 

Friday, July 27, 2018

Since moving to Columbus in 2011, I have been the city’s biggest champion. I immediately fell in love as I walked down Neil Avenue admiring the Victorian style homes & meandered my way to the Short North. As I cut through Goodale...

 

Friday, July 20, 2018

What if you had to make the biggest investment decision of your life before ever having any investment experience? Guess what – your kids do. Watching your kids go through the college planning process is as stressful as it gets....

 

Thursday, July 12, 2018

Managing an Inheritance Brought to you by Ric Martin in conjunction with Lincoln Financial Advisors.Throughout my time as a financial planner I have seen an inheritance in the form of cash, real property,jewelry or stocks enrich my...

 

Sunday, July 1, 2018

White sandy beaches. Snow-capped mountains. The buzzing streets of Hong Kong. No matter what your ideal holiday is, the reality is most of us fantasize about travel in retirement. As a matter of fact, according to the TIAA Transition...

 

Wednesday, June 20, 2018

Since I miss football season so much, I had to throw this one in for a little fun. When I was in college, I had a notebook that I used specifically for nerdy exercises like this. One was a baseball lineup of the buildings on Ohio...

 

Tuesday, June 12, 2018

The recent Royal Wedding of Prince Harry and Meghan Markle captivated people around the world. It was a star-studded event which inspired Royal Wedding Watch Parties and people glued to their televisions for hours watching every...

 

Monday, June 4, 2018

I took off 5 months between my last job and joining Bluestone Wealth Partners. I wanted to be incredibly thoughtful and selective around this next season of my career. After many years of cross-country moves & life on the road, I was...

 

Thursday, May 24, 2018

Conventional wisdom may lead you to believe that the trading platform that offers the most bells and whistles will result in the best performance. In the words of Dr. Ian Malcolm, “…your scientists were so preoccupied...

 

Thursday, May 17, 2018

MEDICAL EXPENSES The law temporarily reduces the threshold to deduct unreimbursed medical expenses to 7.5% AGI (used to be 10%). This reduction only applies to expenses incurred in 2017 & 2018 and then goes back to 10% for expenses...

 

Friday, May 11, 2018

As an executive, you put in long hours. Your days are packed with meetings and deadlines. When you hit your targets, the bar is raised even higher for next year. Executives’ compensation packages are increasingly complex. Most...

 

Wednesday, April 18, 2018

Making the leap into retirement is like planning a family vacation. Along the way, we face challenges. Some of which we can prepare for, and others can strike suddenly, with no warning. Having recently returned home from a...

 

Friday, April 6, 2018

I feel like I am always connecting my personal life to my work life… it’s a habit that I can’t break! My wife and I were talking about what she was going to do in the new flower beds this year and it got me thinking...

 

Thursday, April 5, 2018

Most of us have had friends or family members who have endured the loss of a loved one. The pain we have seen them experience underscores the need to devise a financial and legal plan to support a surviving spouse or partner. Illness...

 

Wednesday, March 21, 2018

Welcome to the weird wild world of parenthood! This is the most rewarding experience you will ever have in your life, though that part might not hit you right off the bat. As a four-year veteran dad of two boys, I am far from having it...

 

Thursday, March 15, 2018

The cost of a college education can be staggering. Expenses at private universities currently average more than $50,000 a year1. The annual cost for state colleges averages about $40,0001. For many families, qualified tuition programs...

 

Wednesday, February 21, 2018

Aren’t bonds supposed to be the safe part of the portfolio? So what is this “bond bubble” we are hearing about everywhere? Well, when interest rates go up, bond prices go down. Most investors know this, and there is...

 

Monday, February 5, 2018

According to a study by the National Center for Women and Retirement, nine out of 10 women will be solely responsible for their finances at some point in their lifetime. This is a reality that I know myself and my partners at Blue...

 

Wednesday, January 24, 2018

The S&P 500 has gained 295% from the day the market bottomed out on March 9th, 2009 to December 31st, 20171 . In other words, it has nearly quadrupled in less than 8 years. This is one of the biggest and longest rallies the market has...

 

Thursday, January 11, 2018

On December 20, 2017, Congress passed the biggest tax reform law in 30 years — one that will make fundamental changes in the way you, your family, and your business calculate your federal income tax bill and the amount of federal...

 

Tuesday, December 19, 2017

As we are about to close the books on 2017, I want to share a few reminders that may benefit you financially. Believe me, I understand that you’d rather watch a holiday movie and enjoy freshly baked cookies, but it’s...