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Cristo Rey Columbus High School is eight-months-in implementing a new financial literacy curriculum, thanks to a partnership with Columbus wealth management firm, CI Budros Ruhlin Roe. Students are already seeing great benefits in applying lessons to real-life situations at home. “The engagement among the students has been incredible,” noted Cristo Rey HS Economics Teacher Amy …

Financial Literacy Curriculum Inspires Real-Life Applications Read More »

How to have the conversation as you notice a parent’s decline While the primary focus is gratefulness and enjoyment together as a family gathers, it also may be the opportune time to discuss the care of aging parents. People can be resistant to the conversation of needing a different living arrangement, help with self-care, changes …

Discussing Elder Care with Family Read More »

Transaction will grow CI’s U.S. platform to US$74 billion TORONTO and COLUMBUS, Ohio (August 10, 2021) – CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) and CI Budros Ruhlin Roe today announced an agreement under which CI will acquire CI Budros Ruhlin Roe, a leading Columbus-based wealth management firm with US$3.4 billion in assets. “CI Budros …

BRR Joins CI Private Wealth Read More »

Why do we think we’re so invincible? When we hear the phrase long-term disability insurance, many assume that this is needed much later in life or possibly not at all if we consider ourselves active and healthy.   Yet, if you become ill or injured before you retire, do you know how you would protect your …

Preparing for the Unexpected Earlier in Your Career Read More »

Families had no way of knowing during the benefit enrollment period last year what 2020 would bring.  Those who chose to automatically save pre-tax money from their paychecks in a Dependent Care Flexible Spending Account (DCFSA) did so assuming that their childcare expenses would mimic previous years’ routines. This year has been anything but routine. …

Managing A “Use It or Lose It” Account in Year You Couldn’t Use It Read More »

As if a worldwide pandemic and subsequent recession isn’t difficult enough, the additional peak of a major cultural crisis now has us all searching for ways to best make a difference in this nation.   Affluent investors who want to accelerate their generous giving in response to current events have new incentives to do so, thanks …

Now is the perfect time to accelerate generous giving Read More »

School closings, travel restrictions, grocery store supply issues and much more time spent at home have increased uncertainty, which sparked some dramatic market volatility. We’ve seen multiple days of negative market returns over the past few weeks and as much as we’d like to pinpoint when the volatility will subside, the reality is that no …

Your future self says, “Don’t panic, this is temporary.” Read More »

Losing a spouse is undoubtedly one of the most difficult periods of someone’s life.  Widows should allow themselves time to heal emotionally from the loss, to then be in a better place to make major investment decisions.  However, there are a few investment scenarios that have time-sensitive deadlines within the first nine months of the …

Financial Deadlines that Affluent Widows Can’t Afford to Miss Read More »