Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

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FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

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PREPARING FOR THE FUTURE

Income Planning

See How We Can Help

Student Loan Forgiveness Guidelines for Northeast Ohio Grads

There’s a lot of upheaval in Washington (and across the country) over this whole student loan forgiveness decision from the White House. Some Northeast Ohio people are exultant, some are… well, less than thrilled.For the extremely-online-all-the-time crowd, it’s...

Beth Loxley on How (and Why) to Invest in Savings Bonds

The economy has caused some turmoil as of late. Markets haven’t been kind for the last couple weeks, and it is yet to be seen what impacts the student loan relief will have on the economy at large (if it, indeed, doesn’t get struck down by legal challenge). And...

When Married Filing Separately Makes Sense for Northeast Ohio Couples

You likely were invited to one Northeast Ohio wedding or another this summer (or perhaps YOU were doing the inviting?) ... 'tis the season. If you were the one saying vows, many congrats! Weddings are the fun part. The part of that whole "two become one" reality...

Beth Loxley’s Tips on Tracking Subscription Services

87,000. All weekend I’ve seen that number flashing through the headlines – and I’ve seen the panic on the part of some of my Northeast Ohio clients. A quick recap, if you’re in the non-news-imbibing crowd:The perhaps-Orwellian-named Inflation Reduction...

Beth Loxley’s Tax Planning Tips for 2022

The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...

Gas Savings for Every Northeast Ohio Driver

There’s something truly American about the summer family road trip. Piling into the car with your luggage and favorite snacks in tow, getting out on the miles and miles of paved road, gazing at the stretches of wild scenery (or maybe just fields and cows)... it’s all...

Your Northeast Ohio Rundown for Calling the IRS

Do you remember the days of yore when you’d call someone and the phone would keep ringing and ringing with no answer? And you were okay with that because you’d just call them back later hoping to reach them? No? Oh yeah. Me neither. The world has changed.When you...

Contracting or Employee – How Northeast Ohio Job Seekers Decide

A lot of Northeast Ohio people say, “more money, more problems.” While that saying is partially true, I think a lot of us would be only too happy to get a little more green in our bank accounts considering the current inflation situation.Especially those working for...

Effects of Inflation: Plan for This, Northeast Ohio Investors

A lot of us Northeast Ohio investors are feeling the effects of inflation.And I want to help you navigate through it as best I can. This week, I want to take some time to break down how it could be affecting your investment portfolio.(But Beth … I don’t HAVE an...

When Northeast Ohio Taxpayers Discover Unclaimed Property

“I’ve got a dollar. Hey, hey, hey, hey.” When you score a little extra cash suddenly, it’s hard not to do a little song and dance like the kids from Little Rascals. Even more when you discover some unclaimed property or asset you had long forgotten about. Or...