Emerald Financial Advisors

7269 Sawmill Road, Suite 100 Dublin, OH 43016

Phone:

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.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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.
Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Disability Income Insurance

How much Disability Income Insurance do you need?
Credit Card Debt

How Long Will It Take to Pay my Balance?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.