Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free tcontact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

PREPARING FOR THE FUTURE

Income Planning

See How We Can Help

Beth Loxley’s Case for Umbrella Insurance

So, this is the time of year when IRS notices start pouring into Northeast Ohio mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading...

Buy Now Pay Later Pitfalls Northeast Ohio Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

E.A. Loxley & Associates on Back Taxes & Dealing with the IRS

When you owe back taxes to the IRS, they suddenly become very interested in your personal financial affairs.They’re going to start poking their nose into things that you’ve never seen the IRS be interested in, such as your:Housing costsCar payment, gas, and...

When Amending a Tax Return Is Right for Northeast Ohio Taxpayers

Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a do-over if you will. Let me tell you, I use the “undo” button a lot. Making typing mistakes or pressing the wrong button is just too easy,...

Why Disability Insurance Matters – Beth Loxley’s Take

Pre-2020 most of us would have had difficulty imagining (let alone preparing for) the effects of a worldwide virus. It seemed… (You just knew I had to throw that GIF in there, right?)That’s the rough thing about the unexpected. It’s difficult to prepare for or...

How Northeast Ohio Taxpayers Can Wisely Spend A Tax Refund

We’re all itching for reliably warmer temps and a reprieve from the heaviness of the world around us, and it’s a great temptation – especially this year – to take that big chunk of cash that Uncle Sam just handed you and spend it on whatever will divert, distract,...

Why Northeast Ohio Tax Debtors Should Unload Tax Debt Now

Here we are, nearing the end of tax season. It’s been one wild ride. I for one am counting the days until I can turn off my phone, sip on some iced tea, and get lulled to sleep by the wind and bird songs while swinging comfortably in a hammock. If you can’t reach...

How Northeast Ohio Retirees Can Stretch That Retirement Fund

Today we’re going to jump into the world of retirement withdrawal strategies and how to make your retirement fund stretch as far as possible. So, how do you make it last? Let’s take a look.How Northeast Ohio Retirees Can Stretch That Retirement FundEver notice...

House Hacking Guide for Northeast Ohio Homeowners

There’s a lot going on out there right now as the visible signs of spring begin to emerge. While the birds sing with the morning sun and longer hours of sunshine brighten everyone’s outlook – the whistle of mortar shells continues to echo throughout Ukraine and the...

Beth Loxley’s Perspective on Tax Filing Extensions

Today’s issue we’re diving into tax filing extensions… and Northeast Ohio people do this for all kinds of reasons. Truthfully, extended deadlines and delays have been pretty commonplace in the tax world over the last few years. Sometimes life smacks you in the face...