Universal Life Insurance

Life insurance is an important resource as you build out a long-term financial strategy for you and your family. It provides your family with a monetary death benefit in the event you pass away. Read more...

Children’s life insurance policies have value

Life insurance for children is not something parents typically think about. But according to Sid Halpern, founder and CEO of Halpern & Associates in Independence and Moreland Hills, and Lee Nathans, account executive at Call Insurance Agency in Columbus, a life...

10 Things You Didn’t Know About the Fourth of July

The Fourth of July is packed with backyard barbecues and plenty of fireworks. With 244 years of tradition behind it, you'd be forgiven if you didn't know quite everything about America’s Independence Day. Read more...

As Of Today, 2020 RMD Suspensions Are Finally Good For All, Says IRS

Ronald took his 2020 required minimum distribution (RMD) in January, as he has since he started taking RMDs from his IRA a decade ago. His motivation was simple: He didn’t want to forget taking his yearly RMD, since there was a steep IRS penalty (50%) for failing to...


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