Posts by Don Ross
Ross and Family of Clients Donate Over $20K To Make A Wish
On December 11, 2019, we hosted a client appreciation event at McConnell Arts Center in Worthington. We invited everyone to explore their artistic side by painting a holiday scene on…
Read MoreRoll Into 2020 With Ross Wealth Advisors
2019 was a year of transformation for Ross Wealth Advisors, with a focus on identity. Â We rolled out an exciting branding makeover this year, complete with an updated look…
Read MoreTax Planning Isn’t Just for the End of Year
While it is common to hear of tax planning as the calendar year comes to a close, and as people begin to prepare for the April 15 filing date, the…
Read MoreDon & Joni Ross Travel To DC For Wreaths Across America
Each December since 2014, Don and Joni Ross have traveled to Washington DC to pay their respects during a time where not all families are able to travel to visit…
Read MoreWelcome to the New Ross Wealth Advisors
Your experience with Ross Wealth Advisors is important to us. That is why we are eager to announce an exciting makeover coming to our brand, with many changes being rolled…
Read MoreEp #014: Understanding Variable Annuities
There are plenty of financial tools out there promising to grow your assets, but sometimes the promise of unlimited upside also comes the potential for unlimited downside. One such tool…
Read MoreEp #013: The Stages of Spending in Retirement
Have you ever thought about how much you’ll spend after you retire? There’s a common myth that people spend a consistent amount throughout retirement, but that couldn’t be further from…
Read MoreEp #012: The Three Investment Worlds
Life moves in stages, and it stands to reason that the same is true of investing your money. What makes sense for a 20- or 30-year-old’s investments isn’t going to…
Read MoreEp #011: Preserving and Enjoying Your Retirement Savings
So many people work hard throughout their lives to save and put money away for retirement, but they don’t spend enough time figuring out what they’re going to do once…
Read MoreEp #010: Tax Tips From A Retiree’s Financial Survival Handbook
One of the most important things to consider when planning for retirement is how taxes will affect your accounts when it’s time to withdraw. The truth is, it’s not a…
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