I wanted everyone to know that I will be on The Mike McConnell Show on WLW 700 at 9:00 a.m. this Wednesday, January 14 to discuss the “THOR Plan.” Click here at 9:00 a.m. on Wednesday to listen to the broadcast.

The New Trump Account: Hype or Helpful Planning Tool?
New tax-advantaged accounts tend to generate both excitement and confusion. The recently discussed “Trump Accounts” are no exception. While the branding has sparked plenty of


