Posted September 04, 2026
Oliva was self-admittedly the “average” high schooler in Avon, OH. She wasn’t remarkable, she thought, even though she’d long dreamed of space exploration. But to her, those ambitions belonged to “people born to be the next leaders” and she didn’t make that cut.
Still, she had her sights trained on college. After high school, she enrolled at Lorain County Community College, fully intent on continuing at a four-year university. But while she was there, something changed.
“I found that being able to achieve your dream career and being the person you’ve always dreamed of being ties more into what you choose to... read more
Posted May 27, 2026 in Articles
A Conversation between Dr. Lorry Wagner and Constance Karapelou
Across a 40-year career in engineering and energy, and earlier as a championship swim coach at Cleveland State University, Dr. Lorry Wagner has focused on one principle:... read more
Posted May 27, 2026 in Articles
An estate plan is more than a legal safeguard, it reflects your values, your priorities, and the legacy you wish to leave behind.
As you plan, consider your goals, your financial and personal priorities, and how... read more
Posted May 27, 2026 in Articles
Retirement represents one of life’s most significant transitions—a shift from structured work life to a more flexible, self-directed future. While financial preparation often takes center stage, the most rewarding retirements are built on thoughtful planning... read more
Posted May 27, 2026 in Articles
If you want to maximize both your charitable impact and your tax benefits, donating appreciated securities—such as stocks, bonds, or mutual funds—can be more advantageous than giving cash.
Avoid Capital Gains Tax
When you sell an investment... read more