Insights
Articles, News, and Resources to stay informed and make confident financial decisions.

STRS COLA Approved and Retirement Eligibility Changes Extended
The latest update from the State Teachers Retirement System of Ohio (STRS) March 2026 Board meeting highlights incremental, but important, changes for current and future

OPERS Annual Statements Are Now Available
The Ohio Public Employees Retirement System (OPERS) released the latest version of Annual Statement of Estimated Benefits for members. The current version is now available

OSU Executive Retirement Plans – RCP / 415(m): A Retirement Planning Guide for Ohio State University Employees in Columbus, Ohio
By Schuler Wealth Planning | Columbus, Ohio If you work at The Ohio State University, or any university in Ohio, earn a high income, and notice

The Silent Pay Raises Investors Keep Giving Their Advisors.
If your advisor’s compensation keeps rising automatically, it’s worth asking whether the value is rising too.

Ohio Teachers’ Retirement Options: A Simple Guide to the State Teachers Retirement System of Ohio (STRS Ohio)
Understanding the key points of STRS to help you choose the right plans and ensure a successful retirement.

Why might a One-Time Financial Plan (with tune-ups as needed) be for you?
Not everyone wants or needs an ongoing relationship with a financial advisor. Many people feel confident managing their own investments or prefer to take a hands-on approach to their finances but would still benefit from professional guidance along the way. That’s where our One-Time Financial Plans come in.