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Financial Planning

Plan for your Future During Financial Literacy Month

By Brandon Smith
April 12, 2024
Financial Literacy Month serves as a reminder that Social Security is a vital part of any financial plan. Our online tools are here to help you understand your potential Social Security benefits and how they fit into your financial future.  ...
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Disability Payments and Part-Time Work

By Submitted to Northeast Ohio Thrive
April 12, 2024
By participating in the trial work period, you can preserve your disability benefits while you explore whether returning to work is right for you. This can delay the end of benefits, allowing you to try returning to work without fully committing to ending your benefits. ...
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Finding Help for Aging Parents

By Submitted to Northeast Ohio Thrive
April 4, 2024
As they grow older, your parents may prefer to continue living in their home rather than moving to a long-term care facility. They are not alone in this; more than three-quarters of adults over the age of 50 say they would prefer to age in place. ...
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Death & Taxes

By Compiled by NEO Thrive Staff from Outside Sources
March 27, 2024
Sitting there at his computer, reading through notes in his familiar handwriting, it was like being there with him. It was not the first time we had talked about finances, or taxes. It brought back memories of other times sitting at his desk. ...
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Celebrating Women’s History Month with SSA

By Brandon Smith
March 24, 2024
Women have longer average life expectancies and tend to live more years in retirement than men. This means that women have a greater chance of exhausting other sources of income while their Social Security benefit continues for life. It’s important for women to plan early and wisely for retirement. ...
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No, Wills Aren’t Only for Rich People

By Submitted to Northeast Ohio Thrive
March 22, 2024
Etate planning can benefit people across the economic spectrum. Involving more than passing on wealth, estate planning also encompasses planning for aging, illnesses, or injuries, which can be unpredictable. ...
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Retirement Planning: Your Money

By Bill DeMarco
March 18, 2024
If you haven't yet met with a financial professional lately, now may be a good time to do so. A financial professional can help you refine your savings goal and investment allocations, as well as help you plan for the next stage. ...
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A Safe Way to Give Financial Gifts to Minors

By Submitted to Northeast Ohio Thrive
February 23, 2024
Many parents and grandparents want to pass their wealth to their children while they are still alive. Gifts to children or grandchildren can be a good way to reduce a taxable estate. ...
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