Scott Riser

President Scott Rister Named to Leadership Trust

Columbus Business First named Scott Rister as a 2020 Leadership Trust member.  It’s an invitation-only community for top business decision makers in Columbus.   Scott was selected for his depth of leadership in the financial services industry, most recently working almost 20 years with Charles Schwab & Co prior to joining Budros, Ruhlin & Roe.  His …

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What the SECURE Act Means for You

As expected, the Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”) has become law after passing as part of the recent spending bill.  The House of Representatives approved it in early 2019 with bipartisan support, but the legislation was held up in the Senate until now.  Let’s look at a high-level view of …

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Three Ways to Make Your Financial Resolutions Doable.

Let’s be honest – most of our New Year’s resolutions get thrown by the wayside a few months (or weeks, I’m not judging) into the year. Often times, this is because our resolutions are entirely too broad to actually be implemented in our daily lives. For example, stating “I want to be healthier” is a …

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Proposed RMD Changes Could Impact You

For many years now, retirees have operated under a known set of rules. After reaching age 70-½, they had until April 1 of the following year to begin taking their required minimum distributions (RMDs) or face a 50% penalty for failing to do so. This has allowed the government to begin taxing dollars that have …

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Making Sense of Original Medicare Insurance

Even though Medicare is a critical part of health care for all Americans over the age of 65, making sense of the alphabet soup of Medicare plans presents a challenge annually. At the most basic level, individuals need to make sense of four key components of their Original Medicare (not Medicare Advantage) insurance coverage.   …

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Budros, Ruhlin & Roe, Inc. Named to 2019 Financial Times 300 Top Registered Investment Advisors for the Sixth Consecutive Year

Columbus, Ohio-based Budros, Ruhlin & Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.6 billion in assets under management and advisement, has been named one of the Financial Times 300 Top Registered Investment Advisors as of June 27, 2019. The list recognizes top independent RIA firms from across the U.S. …

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