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Blog

Grandmother with child
Michael Anthony | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Michael Anthony | Sep 7, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Michael Anthony | Sep 6, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Michael Anthony | Sep 5, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Michael Anthony | Sep 4, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Michael Anthony | Sep 3, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Professionally dressed man and woman looking at a tablet
Michael Anthony | Sep 2, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Two older businesspeople looking at a tablet screen
Michael Anthony | Sep 1, 2023

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Hands holding a small wrapped present
Michael Anthony | Aug 31, 2023

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two people having a picnic by a lake
Michael Anthony | Aug 30, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Parents holding their child's hands. The child is jumping
Michael Anthony | Aug 29, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Elderly woman doing yoga in a park
Michael Anthony | Aug 28, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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P: 740-374-6969

 

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Marietta, Ohio  45750

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Beverly, Ohio  45715

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60 Riverside Street, Suite 125
Chillicothe, Ohio 45601

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