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A Complete Checklist for your College Bound Child

This checklist was shared by Tom Davison (owner at Summit Financial Strategies, Inc) Transitioning to College Checklist CLICK HERE    to see the complete list.

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College Bound? Get a Power of Attorney for your student!

 It’s back to school time, and if you have college-age children, you may be helping them get organized to leave home.  Being on your own is wonderful and exciting and scary all at the same time.  But it  also brings legal irresponsibility and consequences.  If your child is 18 years old, federal privacy laws protect their financial

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KEEP TRACK OF YOUR HOME IMPROVEMENTS

Spring has arrived and summer is on the way.  Many of us are working in and around our homes doing “clean up, paint up, fix up” chores.  Remember     Helpful Hint #2  from the Personal Property section of the  Life Facts Book:       Keep a separate folder for improvements made for each Real Estate Property listing.

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    Columbus, Ohio 43235-1250
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