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Personal Planner
Loans and Sales to Children
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan...
Washington News
Avoiding Scammers Who Claim to be IRS Agents
The Internal Revenue Service (IRS) is concerned because there are continuing scams on taxpayers taking place...
Savvy Living
How Much Ibuprofen Is Too Much?
I take Ibuprofen regularly for arthritis pain and headaches, but how can I tell if I am exceeding the safe...
Questions? / Contact our Gift Planning Team:
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Tammy Wernke »
Assistant Vice President, Gift Planning
513-556-6293
Tammy Maynard »
Senior Director of Gift Planning
513-556-8102
Dillon Westrich »
Assistant Director, Gift Planning
513-558-3842