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  • Working in Retirement: What You Need to Know
    Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of
  • Test Your Investing IQ
    How much do you know about market basics? Put your investing IQ to the test with this quiz on stocks, bonds, and mutual funds.
  • Kickstart Your College Fund with a 529 Plan
    If you're looking to save money for college, one option to consider is a 529 college savings plan. Created over 20 years ago and named after the section of the tax code
  • How do the economic milestones of young adults today compare with prior generations?
    If you're the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace. According to a
  • Chart: Young Adult Milestones, 1975 vs. 2016
    The following pie charts compare four common milestones of adulthood — getting married, having children, working, and living independently — achieved by young adults
    
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 OLIVER Financial Services. //// Tax Advice Disclosure: To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.
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This communication is strictly intended for individuals residing in the state(s) of OH. No offers may be made or accepted from any resident outside the specific states referenced.
 


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