Your Wealth, Your Knowledge
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Personal Finance. Investing. Legacy Planning. Living Debt Free.
- Retirement Contribution and Catch-Up Limits for 2026The IRS has announced the new retirement contribution and catch-up limits for 2026. This is great news, as most limits have increased, allowing you to save more for retirement! 2026 Contribution Limits IRA/Roth IRA Contribution Limit: $7,500 (2025 limit was $7,000) IRA/Roth IRA Catch-Up Contribution (age 50 or over): $1,100 (2025 catch-up was $1,000) 401(k),… Read more: Retirement Contribution and Catch-Up Limits for 2026
- The Second New Year: Personal Finance ReviewBack-to-school season tends to have a “new year” feel. I think this is because we are returning to schedules and routines and preparing for winter. Even if you don’t have kids in school, something about the Fall makes us want to check in with our goals and finish the year strong! Life is busy, and… Read more: The Second New Year: Personal Finance Review
- Improve Your Finances Quickly With These 6 TipsWe all have “shoulds” in life, such as eating healthier, exercising more, and managing finances. None of them sound particularly fun, but they are essential for long-term well-being. The good news? To improve your finances quickly, you don’t have to make drastic changes or give up everything you enjoy. You don’t need to live off… Read more: Improve Your Finances Quickly With These 6 Tips
- Spring Clean Your Finances: 6 Smart Moves to Tidy Up Your MoneyIt’s time to Spring clean your finances! Even though spring in Ohio often brings wild temperature swings—and more than its fair share of rain and mud—it’s still a breath of fresh air because it means winter is finally behind us! There’s just something about the warmer weather that inspires us to throw open the windows… Read more: Spring Clean Your Finances: 6 Smart Moves to Tidy Up Your Money
- What Should I Do With My Tax Return or Bonus?If you are getting a tax return or bonus, it is important to have a plan before it hits your bank account. Once you see that dollar amount in your account, getting emotional about it is easy. Without a plan, you may be tempted to spend it impulsively. I want to share a few ways… Read more: What Should I Do With My Tax Return or Bonus?





