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Talk…about money

The Lind Family: A Cincinnati Tradition

Most of us know Joe Lind as our CEO.  Or “the guy from Elder”.  Here is a recent article from West Cincinnati Catholic Neighbors  (Feb 2025) and a great view of his family life. THE LIND FAMILY:  A CINCINNATI TRADITION For a city rooted in timeless traditions, time...

It Is Tax Time…AGAIN!

It is that time of year…AGAIN!  Tax filings are due and most people wait far too long to get ready.  Here is a quick check list of things to start thinking about now.  You and your accountant will be happy you started early! Gather inventory of all your tax-related...

Tax Time = Tax Fraud

Fraudulent activity rises dramatically during tax season. And with the continued increase of electronic filing, it’s important to watch out for one type of fraud, in particular: tax identity theft. Tax identity theft is a scam in which bad actors steal the...

Your Old 401k

Life gets busy, and let’s face it—old 401(k)s can easily slip through the cracks. Maybe you changed jobs, moved on to bigger opportunities, or just got caught up in the hustle. If this sounds familiar, you’re not alone. Millions of people leave behind retirement...

Remember the Roth IRA?

Rolling over a traditional IRA into a Roth IRA isn’t just a financial move—it’s a long-term strategy with powerful tax benefits. While these rollovers were all the rage a few years back, they’ve fallen off the radar for many. But for the right individual, they can...
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