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NorthAvenue
Dec 22, 20231 min read
Exciting News and Happy Holidays!
Congratulations to Chris! We are so excited to announce that Chris and his wife Jacci recently welcomed their first baby. Liliana...

NorthAvenue
Nov 20, 20235 min read
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...


NorthAvenue
May 22, 20232 min read
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, 20233 min read
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, 20233 min read
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, 20222 min read
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, 20221 min read
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, 20222 min read
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, 20222 min read
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, 20211 min read
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, 20214 min read
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, 20219 min read
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, 20206 min read
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, 20204 min read
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, 20205 min read
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, 20204 min read
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, 20203 min read
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, 20205 min read
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, 20206 min read
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, 20205 min read
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...
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