Blog

As another school year begins, many families and students are thinking beyond books and tuition and wondering how education costs and student loans fit into their bigger financial picture.
With new changes under the One Big Beautiful Bill Act (OBBBA) and updates to existing credits and deductions, now is the perfect time to refresh your knowledge on the tax breaks that can help lighten the load.
Here’s a breakdown of the most important tax-smart strategies for education in 2025:

Big changes are coming to the way the federal government sends out money.
Under Executive Order 14247, “Modernizing Payments To and From America’s Bank Account,” the U.S. Department of the Treasury will stop issuing paper checks for most federal payments and refunds starting September 30, 2025.
This means that whether you receive a tax refund, Social Security benefits, veterans’ benefits, or other federal payments, you’ll soon need to receive them electronically.

As you approach retirement, it’s time to ensure your financial plans are up-to-date with the latest changes.
Major 2025 updates – from the One Big Beautiful Bill Act (OBBBA) to SECURE 2.0 – have introduced new opportunities and considerations for retirees.
In this guide, we’ll walk through key areas of retirement planning, with practical, advanced tips that are still easy to digest.
Let’s dive in and help you plan confidently for the retirement you deserve.

The start of August often means new backpacks, calculators, clothes, and all the other essentials for a successful school year. But with prices on the rise, back‑to‑school shopping can take a big bite out of your budget.
This year, Ohio is giving families and small businesses some welcome relief with an extended Sales Tax Holiday from August 1–14. Most items priced under $500 will be exempt from sales tax — giving you a chance to stretch your dollars further and check more off your shopping list without overspending.