Emerald Financial Advisors

7269 Sawmill Road, Suite 100 Dublin, OH 43016

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.