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Financial Planning

Free Tax Help: Give It, Get It

By Submitted to Northeast Ohio Thrive
2 days ago
Dealing with taxes is a hassle, but there's plenty of help for older adults, especially those with low- to moderate-incomes. Check with your local library branch or recreation center to see what they're offering this tax season. ...
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Fastest-Growing Jobs: Any Sound Familiar?

By Marie Elium
2 days ago
What are the fastest-growing jobs in the United States? If you're no longer in the workforce, you know someone who is. So, what are the hot jobs? Here's a clue: AI plays a big role ...
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The Inheritance Expectation Gap

By Compiled by NEO Thrive Staff from Outside Sources
10 days ago
Most of us don't want to appear greedy, and asking about a potential inheritance can easily fall into that category, but estate planners say that honest conversations about money can prevent hard feelings later if there are unclear or uncommunicated estate plans. ...
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New Year’s Resolutions That Stick

By Compiled by NEO Thrive Staff from Outside Sources
10 days ago
January is a great time for a reset in many areas of our life: our attitude, our body and our surroundings. If you're knee-deep in cleaning out your junk drawers, or dumping the leftover eggnog, then you know what we're talking about. ...
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Giving to Grandkids

By Submitted to Northeast Ohio Thrive
17 days ago
Each family situation has its own unique dynamics, expecially when it comes to money as gifts. For example, you might not trust your grandchildren to spend a gift wisely. Or, your gifts may undermine the parents’ plans for your grandchild. ...
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Why You Might Need More Than a Simple Will

By Sponsored Content
December 4, 2025
A simple will or joint ownership often leaves your carefully built legacy vulnerable to common, yet devastating, pitfalls — specifically, the four great threats: divorce, death, lawsuits and poor spending habits. ...
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Debunking 8 Estate Planning Myths

By Submitted to Northeast Ohio Thrive
November 21, 2025
Estate planning is crucial for everyone, regardless of age or wealth, to protect your family, money, property, and wishes. Many common myths about estate planning can lead to significant problems. ...
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What You Need to Know About Durable Powers of Attorney

By Submitted to Northeast Ohio Thrive
November 3, 2025
Though you are likely in good health now and can handle your own financial transactions and health care decisions, there is always a chance you could lose that ability. A good estate plan includes documents that designate someone to make legal, financial and medical decisions if you can't. ...
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