529 ABLE Accounts-What you need to know

With the advent of 529 ABLE  accounts, families that have members with disabilities can now set aside funds, which grow tax-free, for the needs of those members now and in the future. Modeled after the 529 education funding accounts, these accounts aim to fill a gap between simply setting aside funds in a taxable account …

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Open Enrollment Season

Now that the U.S. presidential election is behind us, employees across the U.S. can focus their attention on open enrollment season — the time of year when employees can enroll in “fringe benefits” for the upcoming year. Do not fall into the trap of just enrolling in the same “fringe benefits” as you have in …

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Six BRR Senior Professionals named Five Star Wealth Managers by Five Star Professional

Budros, Ruhlin & Roe, Inc., the largest independent, fee-only wealth management firm in Columbus, Ohio, announced today that six of its senior professionals have been named Five Star Wealth Managers by Five Star Professional. Aaron Armstrong, CFP®, CFA, Danny Due, CFP®, Andrea Ellis, CFP®, Jessica Lee, John McHugh, CPA, CFP®, CAP® and Amy Weldele, CFP®, …

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Divorce and Social Security

It isn’t surprising to hear about friends, acquaintances, family members and loved ones divorcing these days.  It certainly seems that everyone knows someone who has recently divorced or is in the process of divorce.   Divorces for those age 50 and older are also on the rise.  The term “gray divorce” has even been coined for …

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OHIO-BASED BUDROS, RUHLIN & ROE CIO NAMED A BARRON’S TOP 100 ADVISOR

For the second year in a row, Daniel Roe, chief investment officer of Columbus-based, Budros, Ruhlin & Roe, was named to Barron’s 2016 list of Top 100 Independent Wealth Advisors in the United States. The list is determined by the volume of assets overseen by the advisors and their teams, revenues generated for the firms and …

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QDROs and Beneficiary Designations

Qualified Domestic Relations Orders (QDROs) and Beneficiary Designations Without exception, our clients want to move on with their lives as quickly as possible after their divorce. Moving on includes taking control of their own finances. There is a long list of things to do in order to take control of post-divorce finances that are beyond …

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