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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,…

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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…

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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.…

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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…

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