Resources - FlahertyColvin - Westerville, OH

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage.

Family & Lifestyle

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.

Retirement & Longevity

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.

Markets & Investing

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.

Estate & Giving

Leveraging a non-occupant co-borrower to buy a home

For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.

Family & Lifestyle

Companies' sustainability goals encourage efficiency

Companies show that environmental business practices can be good for business.

Technology & Innovation

Help safeguard your assets from a beneficiary's divorce

How a careful and intentional trust will help ensure your intentions are upheld.

Estate & Giving

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