Financial Literacy Curriculum Inspires Real-Life Applications

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 …

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Discussing Elder Care with Family

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 …

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Roe Schuman Budros Ruhlin Roe

BRR Joins CI Private Wealth

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 …

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Does Recent Legislation Help or Hurt Your Retirement Accounts?

Does Recent Legislation Help or Hurt Your Retirement Accounts?

As if there are not enough issues in 2020 to process, legislative changes have been put into place that investors should be aware of and maximize this year.  Here is a quick recap of what has changed, what the current rules are and what we might see happen in the near future with Individual Retirement …

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Preparing for the Unexpected Earlier in Your Career

Preparing for the Unexpected Earlier in Your Career

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 …

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

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

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. …

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