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Making the Most of America Saves Week 2024

By Brandon Smith
April 6, 2024
America Saves Week, which runs from April 8 to 12 this year, is an excellent opportunity for organizations to promote good financial habits and for people to assess their own saving status. This year’s theme is “Saving for What Matters Most.”  ...
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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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Close the Books on Scammers this Tax Season

By Better Business Bureau Serving Greater Cleveland
March 1, 2024
Better Business Bureau® Serving Greater Cleveland (BBB®) is warning consumers to look out for IRS impersonators and unscrupulous tax preparers this tax season. ...
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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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Long-Term Care Planning Basics

By Submitted to Northeast Ohio Thrive
February 16, 2024
For individuals with incomes exceeding the Medicaid limit, Ohio allows the creation of a Qualified Income Trust, also known as a Miller Trust. This trust can be used to reduce income, rendering a person eligible for Medicaid. An attorney can assist with establishing a Miller Trust.  ...
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Saving Money as a Caregiver

By Submitted to Northeast Ohio Thrive
February 9, 2024
While the financial cost of caregiving is often substantial, several strategies can help you save money as a caregiver. ...
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Have You Saved Enough for Retirement?

By Brandon Smith
February 6, 2024
In a recent national financial well-being poll, 85% of respondents confirmed that some aspect of their personal finances was causing them stress. For 31% of respondents, that concern was “having enough saved for retirement.” How well-prepared are you? ...
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Retirement and Tax Changes for 2024

By Submitted to Northeast Ohio Thrive
January 18, 2024
Did you know the IRS makes cost-of-living adjustments that affect your contribution limits for retirement plans and tax deductions that should be of special interest to those of us approaching retirement age? ...
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