Financial Planning Section

Learn about financial planning tools, updates and issues to consider when counseling clients. Follow the latest news on retirement planning, trusts, 401(k)s, and estate planning.

Latest News:

  • Oct 04, 2018

    Financial planning news from around the web: Oct. 1 – 5, 2018

    In case you missed them, here are some recent interesting financial planning news items from around the web, including tips for adding value to your firm and how millennials are facing retirement challenges.
  • Sep 18, 2018

    Columbus makes top 10 list of cities with most millennial debt

    The typical urban millennial carries significant debt, a new LendingTree study found. It revealed that the median debt balance for millennials living in the 50 biggest U.S. cities is $23,064. Columbus came in at number 10 on the list.
  • Sep 18, 2018

    2019 Social Security COLA expected to be 2.8%

    A nonpartisan advocacy group is now predicting that Social Security benefits will increase by about 2.8% in 2019. Although that's down slightly from an earlier estimate, it still would be the largest benefit boost in seven years, according to The Senior Citizens League.
  • Sep 18, 2018

    Financial planning news from around the web: Sept. 17 – 21, 2018

    In case you missed them, here are some recent interesting financial planning news items from around the web, including howe advisers are drawing in clients and a new 401(k) benefit helping clients pay off student debt faster.
  • Sep 06, 2018

    ODT updates Ohio’s income tax residency information

    Because of recent changes to Ohio’s income tax residency standards, the Ohio Department of Taxation has updated Information Release IT 2015-02 (applicable to tax years 2015 through 2017), and has issued Information Release IT 2018-01 (applicable to tax years 2018 and forward).

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