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The Three Values That Shape How We Serve Our Clients
When people think about financial planning, they often picture numbers, charts, and long-term projections. Those are all part of the process, but they are not what define the heart of our work. After meeting with hundreds of families over the years and continuing a three-generation legacy at Ramsey Financial, I’ve learned that what clients appreciate most is the relationship and the planning experience behind it. As we look back on what has been our strongest year, it feels l

Brandon Patterson
Dec 10, 20252 min read


Why Wealth Management Should Include Tax Planning
Investing is only one piece of a much larger picture. Good planning also includes understanding how taxes may affect each stage of your financial life. Year after year, many individuals and families find themselves wondering: “Am I missing opportunities?”“Should I be doing something different with my accounts?”“Is there a better way to plan for retirement income?” We aim to answer those questions and provide clear guidance, highlighting why tax planning is such an important p

Brandon Patterson
Dec 10, 20252 min read


The Fed and Your Funds: What Interest Rate Cuts Really Mean
Discussions about the Federal Reserve's (The Fed) interest rate decisions often dominate financial news. Whether the Fed is hiking rates to combat inflation or cutting them to stimulate the economy, these actions have a wide-ranging impact that can be confusing for the average investor. As the central bank considers or implements an interest rate cut, it's important to understand the mechanics of what is happening and how it could influence different parts of your financial l

Brandon Patterson
Oct 29, 20253 min read


A Savings Boost for Ohio Homebuyers
For many buyers, saving enough for a down payment feels like the biggest roadblock to homeownership. The good news is that Ohio has...

Brandon Patterson
Sep 25, 20252 min read


5 Financial Moves to Make Before The End Of The Year
As the year winds down, it is the perfect time to get your finances organized and set yourself up for success in the year ahead. Whether...

Brandon Patterson
Sep 18, 20252 min read


What Canton, Ohio Families Are Talking About This Fall
Fall in Canton means cooler nights, Friday night football, and getting ready for the holiday season. But alongside those traditions, many...

Brandon Patterson
Sep 10, 20252 min read


7 Smart Moves Before Year-End
As the leaves change and the year winds down, fall is the perfect time to give your finances a seasonal checkup. With just a few months...

Brandon Patterson
Sep 3, 20252 min read


What To Do With A 401(K) When You Change Jobs
Changing jobs comes with a lot of moving parts. New routines, new benefits, and new opportunities. But one area that often gets...

Brandon Patterson
Aug 20, 20252 min read


Tax Bracket Planning In Retirement
When most people think about retirement planning, they focus on savings, Social Security timing, and maybe which accounts to draw from...

Brandon Patterson
Aug 6, 20252 min read


Retiring Before Medicare? How One Couple Did It Without Breaking the Bank
Many people dream of retiring before age 65, but one of the biggest roadblocks is health insurance. Once employer coverage ends, and...

Brandon Patterson
Aug 1, 20252 min read


Choosing A Financial Advisor In Canton, Ohio
If you’re looking for a financial advisor in Canton, Ohio, Ramsey Financial may be a good fit. As a locally-owned firm serving Stark...

Brandon Patterson
Jul 16, 20252 min read


The One Big Beautiful Bill
Big, Beautiful Bill: What the New 2025 Tax Law Means for You July 11, 2025 • Ramsey Financial, Canton OH The “One Big, Beautiful Bill...

Brandon Patterson
Jul 11, 20253 min read


What it means to work with a Smartvestor Pro
When it comes to building your financial future, having the right guide makes all the difference. That’s why I’m proud to be a Dave...

Brandon Patterson
Jul 2, 20251 min read
Looking for a Financial Advisor? Why More People Are Choosing Ramsey Financial
If you're searching for a financial advisor in Ohio, it's important to find someone who not only understands your goals today but will be...

Brandon Patterson
Jun 27, 20251 min read
From The Classroom To Retirement Planning
When Ramsey Financial was founded in 1982, it wasn’t by Wall Street insiders—it was by educators. Dave Ramsey and his partner Jeffrey...

Brandon Patterson
Jun 18, 20252 min read
Ramsey Financial Opens A New Location In Canton, OH
We’re excited to share that Ramsey Financial has officially expanded with a second location in Canton, Ohio. This new office allows us to...

Brandon Patterson
Jun 11, 20251 min read
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