Alexander Financial Planning

Planning for the future looks different for every family.

For those caring for a loved one with special needs, understanding the available planning tools can help provide greater confidence about the years ahead.

Our latest blog explores Special Needs Trusts, ABLE accounts, and other resources that can support long-term financial planning. Read more:

The halfway point of the year is a great opportunity to pause and reflect on your financial plan.

Have your goals changed? Are your spending habits still aligned with your priorities? Is there anything you'd like to accomplish before the end of the year?

Financial planning is an ongoing process, and a mid-year check-in can be a valuable time to make sure your plan still reflects where you are today.

When the World Cup rolls around, the real competition starts right here in the office 🏆 Brackets are filled, bragging rights are on the line. How are your brackets doing? Who's your pick to win?

As life evolves, it's natural for financial priorities to evolve as well.

National Insurance Awareness Day is a great reminder that insurance needs can change too.

Taking time to revisit your coverage can help ensure it continues to support your goals, responsibilities, and broader financial picture.

In recognition of International Widows Day, Alexander Financial Planning is aware of the tremendous toll this has on the surviving partner. This day provides a moment to reflect on what a widow needs most from a financial advisor: being present, empathic listening, and time to process. It's not solutions, charts and numbers. Hearing their story and providing support as they process this transition is a great place to start.

Kathleen M. Rehl, Ph.D., CFP® touches on this beautifully in her award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows.

Many retirement conversations begin with numbers. Savings goals, income needs, taxes, and Social Security decisions all play an important role.

For many men, retirement also brings changes to their routines, identity, or purpose that can be difficult to navigate. The transition away from a long career is not always as simple as people expect, even when they feel financially prepared.

Read more:

For Many Men, Retirement Is More Than a Financial Transition Many men prepare for retirement but underestimate the emotional transition. Learn how purpose, identity, and Michael Kay's Chapter X framework can help.

We're proud to sponsor the Music on the Lawn in Grandview Heights tonight featuring EMILÍ.

Wishing everyone a wonderful evening of music and community!

Music – Grandview Heights Public Library Enjoy live music, food trucks, the GHPL PopUp Library, the GHPL Foundation’s Novel Treats cart, and summer fun with family & friends on the Grandview Heights Public Library lawn!

Financial planning is not static. As life changes, your goals, priorities, and needs change too.

That’s why planning is about more than reaching milestones. It's about making sure your financial decisions continue to support what matters most to you.

A thoughtful plan can help bring clarity, confidence, and peace of mind through each stage of life.

We're excited to introduce the newest member of our team, Mary Thomas!

Mary joins us after spending nearly 12 years with the Columbus Metropolitan Library, where she developed a passion for connecting with people and helping them find solutions. Her positive energy and commitment to serving others makes her a fantastic addition to our office.

As our Client Service Representative, Mary will often be the first point of contact for our clients, helping create a welcoming and positive experience from the very first conversation.

We're so happy to have Mary on board. Welcome to the team! 🎉

Homeownership Month is a good reminder to take a step back and consider how your home fits into your broader financial picture.

Whether you're building equity, planning for retirement, or thinking about the years ahead, a thoughtful strategy can help ensure your financial decisions continue to support your goals.

We're here to help you navigate what's next.

Let's connect: https://tinyurl.com/yr3hdvz3