Your personal data is valuable—keep it safe! 🛡️Vantage Ohio Regional Director Chris Johnson and Fingarde President and CEO Mark Linton share actionable steps to help you safeguard your personal information in this informative video.
Important Update for Business Owners (Corporations, LLCs, and similar entities) The Financial Crimes Enforcement network (FinCEN) enacted a new federal filing requirement that requires certain businesses to report information about their beneficial owners. A beneficial owner is someone who: Directly or indirectly owns 25% or more of a company, or Exerts substantial control over the business, such as senior officers or individuals who make key management decisions. Your business may now be required to file this form with FinCEN called the Beneficial Ownership Information Report (BOIR) by 1/1/2025. This is NOT a tax form with the IRS
Reverse Mortgages: A Guide to Understanding the ProgramAre you considering a reverse mortgage to unlock the value in your home? Join Vantage Ohio Regional Partner Chris Johnson and Julee Felsman of Guaranteed Rate for an insightful discussion on whether a reverse mortgage is right for you.During the session, Chris and Julee will explore both the advantages and disadvantages to empower you with the knowledge needed to make a well-informed decision.For over 25 years, Julee Felsman has been helping clients find just the right loan and successfully navigate the mortgage process. With a focus on transparency and education,
Simplifying Your Tax Planning: Introducing the 1040 Tax Estimator for 2024Tax planning can often feel like an overwhelming task, especially when dealing with complex numbers and multiple forms. To ease the burden and give you a clearer picture of your financial future, we’re excited to introduce the 1040 Tax Calculator. This simple and effective tool can help you estimate your taxes, whether you’re planning for a refund or calculating what you might owe the IRS.Why Use the 1040 Tax Estimator?The 1040 Tax Estimator makes tax planning easy by allowing you to enter key financial details—such as filing status, income, and
The Importance of College Savings In today’s fast-changing educational landscape, ensuring your child has the financial means to pursue higher education is crucial. However, many parents struggle with where to start or how to make the best financial decisions for their child's future. At Vantage, we believe starting an educational savings plan early is essential. Like retirement savings, the sooner you start, the more time you have to grow your savings and ease future financial stress. Why Start Saving Early? Compound Interest: Starting early lets you benefit from compound interest, which can significantly boost your savings. Rising Education Costs:
Planning for Retirement? Meet the Future Value Calculator Retirement planning is no small feat, but with the right tools, you can take the guesswork out of your financial future. Enter the Future Value Calculator—a vital component of wealth projection that helps you visualize the growth of your investments over time. What is Future Value? Future value (FV) is the value of an investment at a specific date in the future, taking into account its initial amount, interest rate, and the time period it is invested for. By calculating the future value, you can estimate how much your current savings
The Cornerstone to a Wonderful Retirement: Strength & Conditioning By Michael Franks, Vantage Senior Wealth Advisor (2 minute read) I like to tell people, “I do not have a personality, so I lift weights.” Whether you agree with this assessment or not, the importance of strength training and quality of life is critical for your retirement years. You have been disciplined in your financial health to the point that you can finally retire. Congratulations! Retirement is a significant transition and a new beginning that can be filled with new adventures. Pursuing strength and conditioning even
Dwight Montgomery, a seasoned financial advisor with a background in helping clients enhance their wealth, now serves as the President of National Christian Foundation Ohio. In this role, he dedicates his time to educating individuals on innovative non-cash giving techniques, empowering them to optimize their charitable giving plans. Ohio Regional Partner Chris Johnson and Dwight Montgomery, CFP®, CKA® connected to discuss these strategies in this informative video.
A Ray of Hope During Tax Season By Senior Wealth Advisor Michael Franks Sources: https://tax.ohio.gov/individual/resources/scholarship-donation-credit https://charitable.ohioago.gov/Scholarship-Granting-Organization-Certification/List Vantage Financial does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments or planning strategies may be appropriate for you, consult your financial advisor or other industry professional prior to investing or implementing a planning strategy. As always please remember investing involves risk and possible loss of principal and past performance does not guarantee future returns; please seek advice from a licensed professional.
Medicare 101 with Josh Kinzel of Seniority Benefit Group. Ohio Regional Partner Chris Johnson speaks with Benefit Advisor Josh Kinzel about helping senior citizens as they transition into retirement find the right Medicare health plan. Josh Kinzel is passionate about helping clients find what's best for their budget and needs. Being part of an independent insurance agency allows Josh to view the entire insurance landscape and take an unbiased approach. Choosing the right Medicare health plan is a difficult and overwhelming task. Listen to the 101 Medicare webinar to help answer some of your questions
