News

  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.

Digital Fasting (2-min. read) By Michael Franks, Vantage Senior Wealth Advisor Unplugging to regain self-control. Welcome to the cyborg age! I was waiting in the doctor’s office the other day and everyone, including myself, had their nose buried in a smartphone. We are constantly bombarded by information, most of which is not pertinent to our lives and out of our control. You probably have heard of intermittent fasting as it is all the rage, but what about digital fasting? Unplugging from all connected devices for a day or even a weekend has many benefits. Primarily, it

  Rising Interest Rates: Impact on Consumers and the Economy (2 min. read) Written by Vantage Wealth and Tax Advisor Jarrod Hart Interest rates hitting a 16-year high have raised concerns about the impact on the economy and consumers. The Federal Reserve's decision to raise interest rates is aimed at tackling rising inflation, which has been a persistent concern since the economy reopened in mid-2021. While the Federal Reserve initially believed that inflation was transitory, eight interest rate increases later, they are now taking a more proactive approach to combat inflation. The recent decrease in the

  Your Superpower: Sleep (1 min. read) by Michael Franks, Vantage Senior Wealth Advisor A question that is on many people’s minds: Will my healthcare costs bankrupt me and my family in retirement? There are many advantageous financial instruments that can help protect your legacy and family. Taking better care of ourselves is something we all can do. One of the top habits for your health you can start today is getting enough quality sleep. Poor and inadequate sleep has been linked to many health issues, such as obesity, diabetes, and cardiovascular disease. Three things you

Financial Advantage With the Right Local Advisor, Time Is on Your Side (2 min. read) Originally published in Loveland Lifestyle, Article by Bill Furbee Photography by Matthew J Capps Business Image Services “Financial planning is not a one-time project that you can complete, put on the shelf, and move on with your life,” says Vantage Financial Co-Owner and Wealth Advisor Andy Meyer. “It’s an ongoing puzzle—pieces can be added, changed, or removed.” Thankfully, Vantage Financial enables its clients to manage that financial puzzle with confidence. What began as a family business more than three decades