Emerald Financial Advisors

7269 Sawmill Road, Suite 100 Dublin, OH 43016

Phone:

Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?