NorthAvenue
Fraud Prevention & Schwab Document Delivery
Fraud Prevention In the past month we have had several clients experience fraud personally. These experiences were time consuming and...
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NorthAvenue
- May 22
- 2 min
NorthAvenue Supports Women in Central Ohio
On behalf of NorthAvenue Financial Advocates, we’re honored to share that our founder and CEO, Kristen Moosmiller, was recognized as the...
NorthAvenue
- Mar 14
- 3 min
Introducing Flourish & An Update On Banking
We are excited to offer Flourish Cash to clients of NorthAvenue. This is an exclusive benefit that allows you to earn more on the cash...
NorthAvenue
- Jan 13
- 3 min
Congress Passed Secure Act 2.0
We hope everyone had a great start into the New Year. Our team is gearing up for tax season, and will be in touch later this month with...
NorthAvenue
- Dec 6, 2022
- 2 min
I Bonds Updated Rate
Back in May, we sent a newsletter out about I bonds. Their interest rate is tied to inflation, which has increased substantially post...
NorthAvenue
- Nov 1, 2022
- 1 min
NorthAvenue Notaries
We are excited to begin offering in-house notary services at 4400 N. High Street, Suite 201, Columbus, OH 43214! Chris Smith and Emily...
NorthAvenue
- May 6, 2022
- 2 min
Meet our two newest team members!
NorthAvenue would like to present our two new team members, Emily Paulus and Chris Smith! Emily Paulus: Client Service Associate Emily is...
NorthAvenue
- Apr 27, 2022
- 2 min
NorthAvenue: I Bonds & ADV Delivery
I Bonds: Worth Considering Throughout the pandemic, inflation rates have skyrocketed to rates not seen in decades. This sharp increase...
NorthAvenue
- Dec 13, 2021
- 1 min
Introducing Our New Operations Strategist
NorthAvenue would like to present our new operations strategist, Jeff Theado. Jeff is a (mostly) central Ohio native and is currently...
NorthAvenue
- Sep 15, 2021
- 4 min
Expanded Child Tax Credit, In Office Notary & Student Loan Payments Resuming
We hope you have been enjoying your summer! We wanted to share information on a few time-sensitive topics which impact a number of our...
NorthAvenue
- Mar 28, 2021
- 9 min
The American Rescue Plan Act & Tax Deadline Updates
We want to help more clients like you! So that we can better attract clients who would benefit from our all-inclusive and flat-fee...
NorthAvenue
- Dec 30, 2020
- 6 min
Happy New Year!
Happy Holidays to you and yours from NorthAvenue! We hope all of you are enjoying the season and finding creative ways to get together...
NorthAvenue
- Oct 22, 2020
- 4 min
Elections Newsletter
2020 has been a year like no other, no contest! And throughout, there have been two news topics that have dominated headlines: the...
NorthAvenue
- Sep 23, 2020
- 5 min
Introducing Our New Staff!
We are excited to welcome and introduce to you the 3 new faces of NorthAvenue: James Mwombela, CFP®, Rae DeBruyne, and Stephanie Bailey!...
NorthAvenue
- Jun 7, 2020
- 4 min
Virtual Meetings, A Tax Reminder, And Our Support Of Black Lives Matter
As we ride the other side of the outbreak bell curve and Ohio opens back up, we continue to evaluate when the right time will be to move...
NorthAvenue
- Apr 16, 2020
- 3 min
News From Your Financial Quaran-Team
Along with you, we have been adjusting to our new temporary normal. Many Americans are facing hardship right now, including some of our...
NorthAvenue
- Apr 6, 2020
- 5 min
CARES Act Expanded Access To Retirement Funds & Federal Student Debt Repayment Relief
On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This is a $2 trillion...
NorthAvenue
- Mar 31, 2020
- 6 min
A Guide To Small Business Relief & Unemployment Benefits Amid COVID-19
On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This is a $2 trillion...
NorthAvenue
- Mar 29, 2020
- 5 min
Understanding The Stimulus Checks
On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This is a $2 trillion...
NorthAvenue
- Mar 26, 2020
- 4 min
Tax Filing News Update, Extended Deadline For Retirement Contributions, And More
COMING SOON: A Round-Up of the Coronavirus Stimulus Package Today, on March 27, 2020, President Trump signed a $2 trillion economic...
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