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Budros, Ruhlin & Roe, Inc.

Are you detailed, organized and able to prioritize multiple projects? We are seeking a Central Administrator. This position would provide high-level organizatio...n and administrative support to our planning and investment teams by preparing forms, reports and documents. Read the full job description http://bit.ly/2DTiXB9

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Are you detailed, organized and able to prioritize multiple projects? We are seeking a Central Administrator. This position would provide high-level organization and administrative support to our planning and investment teams by preparing forms, reports and documents. Read the full job description http://bit.ly/2DTiXB9

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BRR staff is supporting the American Heart Association's Go Red for Women's Heart Health Month! #GoRedforWomen

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We are pleased to announce that Columbus Business First has ranked us as Central Ohio's Top Fee-Only Financial Planning firm, based on assets under management. Get a preview of the list

Financial Planners-Fee Only
bizjournals.com

Apply now for the 2018 Women in Wealth Management Scholarship! http://bit.ly/2DJ6TOJ

2016 winner Michaela Hershberger said, "The Women in Wealth Management Internship and Scholarship was a great opportunity for me to be exposed to the world of wealth management services, while working with professionals who were eager to help me grow and discover my potential as a financial planner."

Submit your application, resume, letter of recommendation and transcript by March 9th!

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USATODAY outlines some key points to consider in their "How to prepare financially for being a widow/widower." After the loss of a spouse, money should be the last thing you have to think about.

Our team of experts, including CFP(R)s, is here to help.

The risk of becoming a widow or widower comes with some dramatic consequences.
usatoday.com

Today--January 29th is the first day that the IRS will accept tax returns! The IRS urges people to file early for two reasons. 1. Get your refund early and 2. prevent identity theft. Remember you have until April 17th this year to file!

IR-2018-01, Jan. 04, 2018 ― The Internal Revenue Service announced today that the nation’s tax season will begin Monday, Jan. 29, 2018 and reminded taxpayers claiming certain tax credits that refunds won’t be available before late February.
irs.gov

Are you one of the four in ten Americans that owns an IRA? USAToday outlines some pointers to avoid costly mistakes when it comes time to take a required minimum distribution (RMD).

Nearly four in 10 households own an individual retirement arrangement or IRA. And that means about 50 million households might make a costly mistake.
usatoday.com

Wealth Manager and Certified Exit Planning Advisor, Isaiah Stidham, did a great job facilitating

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Conway Center for Family Business

Gearing up for a great discussion on bringing next gens into the #familybusiness with Kirk Williams Company and ALNI. Facilitated by Budros, Ruhlin & Roe, Inc. and sponsored by KeyBank.

It's a new year and a great time to review your retirement accounts! Forbes shared some housekeeping tips. Taking care of these items can prevent headaches down the road.

Do yourself and your family a favor. Update your retirement documents now.
forbes.com
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Children's Hunger Alliance
January 5

We would love to thank Budros, Ruhlin & Roe, Inc. for conducting a year long Jeans Day challenge in their office! Employees can pay a certain $ amount to wear ...jeans in the office and Budros, Ruhlin & Roe did a dollar for dollar match. Their contribution of $677.50 will provide over 2,000 healthy snacks & meals to food insecure children in Ohio!
If your office would like to sign up for a Jeans Day challenge, please contact Adrienne Galloway, Special Events Manager, at agalloway@childrenshungeralliance.org.

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It's not too early to start thinking about your financial plans for 2018! Roth IRAs are a great vehicle to save for retirement. Forbes highlights the key reasons why

Roth IRAs are underutilized as savings vehicles today. Offering tax free retirement income, avoidance of required minimum distributions, and withdrawal flexibility, Roth IRAs should be used as an additional savings vehicle to 401(k)s and traditional IRAs.
forbes.com

We've been hearing about the proposed tax plan for at least the past six months. Congress has finally agreed on the issues. BRR's Chief Planning Officer, John Schuman, JD,CFP, CPA, outlined some immediate things to consider before wrapping up the 2017 year. Read the full post

We’ve heard a lot about proposed tax reform ever since the Presidential campaign. Over the past year, there has been speculation about how to improve corporate tax rates, simplify individual tax filings, provide a middle-class tax cut, encourage reinvestment in the US and so forth. Well, it appear...
b-r-r.com

Are you looking for alternative ways to save for retirement? If you don't have access to a 401(k), this article outlines other great accounts that can help pave the path to your retirement.

If you don't have a 401k, don't fret -- these other retirement accounts can actually be a better deal.
usat.ly

Interesting article in Forbes . If you are set up for retirement, is starting a Roth IRA account for your child or grandchild something you would do?

How to give your kids a head start on retirement saving.
forbes.com

O-H! BRR employees showed their buckeye pride today! #beatwisconsin

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Now that it's open enrollment season, don't overlook the financial benefits that a Health Savings Account (HSA) can provide.

"...HSA may be withdrawn at any age as long as the funds are used for a qualified medical expense..."