Financial Planning

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Financial Fitness Ohio: Financial Planning

Are you taking care of your finances? Use this section of the Web site to improve your personal finances and handle issues such as budgeting, retirement planning and investing.

Avoiding overdraft and bounced check fees: Have you ever been hit by a hefty charge for accidentally withdrawing more money than is in your checking account? These fees can be quite high, so The Ohio Society of CPAs advises that you understand how they work and how to avoid them. When you...
Five financial New Year’s resolutions to keep this year: At the beginning of each new year, many people make a list of resolutions to keep in the coming months, such as losing weight or learning a new skill. As you make your list, don’t forget to consider wise financial goals for the year ahead. The...
Safe online banking tips: Many people enjoy the convenience of doing all their banking over the Internet, but some consumers worry about the safety of their online transactions. The Ohio Society of CPAs recommends that you ask these questions to ensure that your online...

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Identity Theft

Protecting your personal information is critical, and theft of that information is a growing problem. Learn how to understand, deter and recover from this growing threat.

New ‘Red Flag’ requirements for financial institutions and creditors will help fight identity theft: Identity thieves use people’s personally identifying information to open new accounts and misuse existing accounts, creating havoc for consumers and businesses. Financial institutions and creditors soon will be required to implement a program to...
Can you detect identity theft? Here's some help from the experts: The best way to detect identity theft is to monitor your accounts and bank statements each month, and check your credit report on a regular basis.
What to do if your wallet is stolen: You check your purse or pocket and discover the worst has happened - your wallet has been stolen. What should you do first? Your wallet contains not only your money but also credit cards, your driver’s license and other identification. If you...

Retirement and Estate Planning

Now more than ever, planning for retirement is something everyone should be thinking about. Find out the right steps that will take you to a comfortable retirement. With proper planning, you can make your wishes a reality.

Is this a good time to refinance?: Interest rates often fall during tough economic times. That’s good news for homeowners who would like to shave a few dollars off their monthly mortgage payments. That’s because when interest rates fall, it’s time to consider refinancing your...
Borrowing from a company retirement plan: The troubled economy has taken its toll, resulting in job losses, home foreclosures and tighter credit. Faced with a financial emergency, many people scramble to find available cash. At such times, the money in your qualified company retirement...
Smart retirement saving tips to take now: The recent turmoil in the financial markets has touched virtually every sector of the economy. One great source of anxiety for many people is the state of their retirement savings. Late last year, many saw the value of their retirement nest egg...