Emerald Financial Advisors

7269 Sawmill Road, Suite 100 Dublin, OH 43016

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Disability Income Insurance

How much Disability Income Insurance do you need?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.