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As AI Floods Financial Advice, a 60-Year Columbus Firm Doubles Down on What Cannot Be Automated: Judgment

As AI Floods Financial Advice, a 60-Year Columbus Firm Doubles Down on What Cannot Be Automated: Judgment

Columbus, Ohio — Financial advice is now instant, algorithmic, and everywhere. It arrives through social feeds, AI summaries, and digital…

Open Enrollment Is Here. Before Clicking “Same as Last Year,” Take a Second Look

Open Enrollment Is Here. Before Clicking “Same as Last Year,” Take a Second Look

A practical look at health insurance, HSAs and FSAs, life and disability insurance, retirement plans, and other employee benefits before…

Disability Insurance Claims Are More Common Than You May Think

Disability Insurance Claims Are More Common Than You May Think

By Cameron Uttley, CFP®, CKA® Cameron Uttley, CFP®, CKA® is a senior financial planner at John E. Sestina & Company,…

Avoid Probate in Ohio: Should You Use a TOD Deed or a Living Trust for Your Home?

Avoid Probate in Ohio: Should You Use a TOD Deed or a Living Trust for Your Home?

If you own a home in Ohio, chances are this question has come up at least once—maybe after a friend…

No Will, No Plan? – What Happens to Your Estate Under Ohio Intestacy Laws

No Will, No Plan? – What Happens to Your Estate Under Ohio Intestacy Laws

It’s not something most people like to think about—but it matters more than many realize. If you die without a…

What Are the Steps Involved in the Financial Planning Process?

What Are the Steps Involved in the Financial Planning Process?

Financial planning can feel overwhelming. There’s a lot of information out there, and much of it lacks context or clarity.…

What Is the Advantage of Having a Personal Financial Plan?

What Is the Advantage of Having a Personal Financial Plan?

Managing money is rarely just about math. For many people, it’s tied to uncertainty, competing priorities, and questions about the…