This summer Dragonfly has been seen busily readying its new residence five blocks from Cincinnati Children's Hospital Medical Center. The historic Hauck-Heine house at 506 Oak Street is the The Dragonfly Foundation's new headquarters. Created nine years ago by co-founders Christine Nietzke,…

It's always a feeling of pride to see your own town highlighted as one of the leaders in an industry or a desired tourist destination compared to other cities across the country. However, Cincinnati has found itself on one list that Jeff Ruby would prefer his hometown not be on.

You may have heard the old saying, “There is strength in numbers.” This is typically used when talking about how it is physically safer to be with a group than to be on your own. The saying also can be applied to the safety of your financial situation. In our practice we have seen great wea…

In today's world, it's not unusual for an individual's or family's wealth to be the result of one or two concentrated stocks having done particularly well throughout a lifetime. Executives and lifelong employees typically amass these sizeable positions via employee compensation (restricted s…

The recent U.S. Women's Soccer World Cup was certainly a moment that the players and the fans will never forget. Often, the passion of a fan can take over and they will celebrate a goal with just as much gusto as a player. While football (i.e. soccer) fans and players are not employed by the…

The region's largest “Party for a Cause” was held alongside the annual Labor Day fireworks on the Ohio River September 1. Rockin' at Riverfest is the largest annual fundraiser for The Children's Home. It fuels the 30 programs provided by the organization that served 14,273 children and famil…

From the time Kaoru Suzuki was six years old and learning to play the violin, “lawyer” wasn't even a blip on his “when I grow up, I want to be a…” radar. In fact, Suzuki, today a member of the Corporate Transactions & Securities practice at Thompson Hine LLP, earned both his undergraduate an…

When Dave Foster and Mark Motley teamed up just over two decades ago to create the independent, employee-owned financial planning and investment management firm Foster & Motley, it was not unlike that classic Reese's Peanut Butter Cup commercial where two people walking down a street – one …

Higher education is one of the most important investments you can make for a child or grandchild's future. In fact, studies suggest that a college degree may translate into significantly higher earning power over time. It's no secret, though, that college is also expensive. How do you balan…

The Tax Cuts and Jobs Act of 2017 (TCJA) was signed into law on December 22, 2017. This long-awaited tax reform was the most sweeping tax legislation our nation has seen since the Tax Reform Act of 1986 was signed into law by President Reagan. TCJA made reductions to income tax rates for in…

Western & Southern Financial Group formed Institutional Markets in 2017 to lead the company's efforts to find more ways to serve employers and other institutions with solutions such as pension risk transfer (PRT), bank-owned life insurance (BOLI), and Insurance Profillment Solutions (IPS) – …

True or False: You have to be an attorney or well-versed in financial and tax matters in order to serve as the executor of a loved one's estate. True or False: The best place to keep a will or trust is in a safe deposit box at your bank. True or False: Your responsibilities as the executor…

For more than 50 years, Lang Financial Group consultants have helped thousands of companies and individuals determine the right mix of benefits to meet their needs and their budgets. But the firm's compassion stretches beyond its clients to positively impact the greater good.

From the moment the first Cristo Rey high school opened in Chicago 22 years ago, there was an instantaneous relationship between the private college preparatory school and area businesses, a connection embodied in an innovative Corporate Work Study Program (CWSP). The school's dual-focus edu…

As we approach most employers' benefits open enrollment season, we are mindful of the many decisions people have when it comes to employee benefits. FSAs, HDHPs, HSAs, life insurance, disability insurance, Roth 401(k)s...the list goes on and on. For some, it can be relatively straightforwar…

After the outcome of the 2016 election caught most investors off guard, the stock market rallied and was eventually up 35 percent. All investors expect the market to fluctuate and, of course, the challenge is having the skill needed to be able to predict those ups and downs. Navigating the m…

Skystone Partners believes that philanthropy lies at the heart of human greatness. Committed to philanthropy and to expanding its influence here and around the world, we look at fundraising as a noble profession. As such, our role as consultants is to help nonprofit organizations increase th…

The days of staying at one job for your entire adult life are largely gone. According to the Bureau of Labor Statistics, the average worker stays at each of his or her jobs for around four and a half years, with young employees staying in their jobs about half that amount of time.

I've been a financial advisor for almost 20 years. Helping people with their money and their life planning can lead to deep and intimate conversations about life. I love my clients, and I've learned a lot from their perspective.

When David Foster, CPA, CFP®, and W. Mark Motley, MBA, CFA®, founded Foster & Motley, Inc., in Cincinnati in 1997, they offered their clients cutting-edge, fee-only financial planning and wealth management all under one roof. No one realized at the time, however, just how powerful the “&” un…

The Junior League of Cincinnati (JLC) is quickly approaching their 2019-2020 centennial milestone, celebrating their 100-year history of program incubation and acceleration.

We don't usually think of a car dealership as also being a community center. The physical plants that house dealerships are usually uninspired utilitarian structures with the single purpose of displaying and servicing autos.

Kindervelt #19 held its most successful annual Lunch at the Links fundraiser to date – “Boots and Bling” – at Heritage Club in Mason in late April, raising an estimated $43,000 for Cincinnati Children's Hospital Medical Center (CCHMC).

If you're changing jobs or getting ready to retire, you may be considering an IRA rollover – which means transferring funds from a qualified retirement plan, like a 401(k) or 403(b) account, to an IRA. But before you move your stash, be sure to do your homework.

As the old adage goes, the dog is man's best friend. And what better way to show you love your furry friend than by giving them the all-natural treats from Brewhaus Bakery, all while supporting a good cause?

A diagnosis of cancer for a loved one can be devastating. And finding out that they must travel to another city to seek treatment, away from their much-needed emotional support system, can be just as difficult. The UC Health Barrett Cancer Center is working to bring world-class cancer treatm…

In an effort to help ensure Cincinnati Parks endure for future generations to enjoy, The Women's Committee of Smale Riverfront Park created the Hats Off Luncheon. Now in its 12th year, this festive and unique luncheon for both men and women serves to raise important funds and awareness of ou…

On the evening of April 27th, 2018, the Ladies of Kindervelt 50 and over 200 guests gathered at the new Summit Hotel to raise money for Kindervelt's Psychiatric Emergency Assessment Center of Cincinnati Children's Hospital Medical Center.

“As a kid, I had a Helen Keller poster on my wall that read ‘You can accomplish anything you put your mind to,'” remembers Matt Brennan. “Mt. Everest is the ultimate test to that saying. It represents the pinnacle of achieving what is possible.” This spring, Brennan is on his way to become t…

Raising $3.7M at a nonprofit fundraising gala is a big deal, and doesn't happen often, but JDRF Southwest Ohio achieved just that this past Saturday, May 12 at its Cincinnatian of the Year Gala.

Investors rejoiced when the current bull market reached its eighth straight year of rising United States stock prices. However, as with anything as volatile as the stock market, it also leaves investors on edge as they wait for the next downturn or recession.

At the 16th Annual Pink Ribbon Luncheon, guests were greeted by dozens of cheery pink balloons lining a pink-carpeted pathway leading to an afternoon of love and laughter. The Pink Ribbon Luncheon, presented by The Harold C. Schott Foundation and Trustees Tom and Francie Hiltz, is the annual…

On October 15, 2017, exactly 30 years after the initial meeting where the concept of a Christ-centered academically excellent school in Northern Cincinnati was born, the Beshear family was recognized at the dedication of Cincinnati Hills Christian Academy's newest building, The Beshear Famil…

The Lighthouse Youth Services Oral Health Program in Cincinnati received the Ohio Dental Association Access to Dental Care Program Award on Friday, September 15 at the Callahan Celebration of Excellence, held in conjunction with the 151st ODA Annual Session.

Tis the season of resolutions, and while almost half of Americans make New Year's resolutions, very few are successful in seeing them through. While many will rightfully focus on physical wellness by eating healthier or working out at the gym, we believe you should also focus on your financi…