Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.