401 Advisor, LLC

05/28/2025

We are excited to announce that 401 Advisor is rebranding to Buckeye Wealth Partners, LLC, effective June 1, 2025. This transition reflects our growth and commitment to providing exceptional wealth management and tax solutions. Our expanded offerings will include comprehensive financial planning, retirement planning, and more, ensuring we meet all your financial needs. Rest assured, you will continue to work with the same dedicated team, focused on your financial success. Join us on this new journey!

Email from 401 Advisor, LLC Exciting News from 401 Advisor! Dear Jim, We're thrilled to share some important news with you! Our firm, 401 Advisor, is rebranding to Buckeye Wealth Partners, LLC, effect

05/27/2025

401 Advisor, LLC will change its name to Buckeye Wealth Partners, LLC on June 1, 2025. The rebrand of 401 Advisor was decided to more broadly explain what we do for our clients as we serve their Wealth Management and Tax needs. Our contact information is not changing, and we will still be at 203 W Franklin St., Dayton, OH 45459, 937-434-1790. We are excited about the change and hope you will like and follow the Buckeye Wealth Partners, LLC page.

05/24/2025

As Memorial Day approaches, we take a moment to reflect on the sacrifices made by our servicemen and women. Their courage and dedication are the foundation of our freedom. We encourage everyone to honor their legacy this weekend.
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Email from 401 Advisor, LLC Memorial Day Greeting Dear Jim, As Memorial Day approaches, Bill, Dee, and I want to express our heartfelt gratitude and remembrance. This solemn day powerfully reminds us

05/22/2025

Just like solving a Rubik's Cube, mastering your finances takes strategy and patience.
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Email from 401 Advisor, LLC What the Rubik's Cube Can Teach You About Financial Planning Dear Jim, What the Rubik's Cube Can Teach You About Financial Planning Do you think the colorful chaos of a Rub

05/15/2025

Our firm offers annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you.

05/14/2025

Regardless of your age, income, goals, or filing status, taxes are a significant annual expense and one that many of our clients regularly express as a great concern to them. Well, you asked, and we listened. And we’re now proud to offer tax planning for our clients and prospective clients. If your advisor isn't talking to you about taxes, they should be.

05/02/2025

401 Advisors is excited to announce our office relocation as part of our growth strategy. This move allows us to accommodate our expanding team and enhance our tax planning and preparation services. We appreciate your patience during this transition and look forward to welcoming you at our new location.

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Email from 401 Advisor, LLC 401 Advisor Moving Offices Dear Jim, Here is some exciting news: As part of 401 Advisors' growth and expansion, we are moving from the downstairs office in the main buildin

04/22/2025

Effective tax planning and management are essential for financial success. By proactively addressing your tax strategy, you can minimize liabilities, avoid penalties, and make informed financial decisions. Consulting with a qualified tax advisor can lead to significant savings and facilitate long-term financial goals. Embrace the power of strategic tax planning today.

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Email from 401 Advisor, LLC Unlocking the Power of Tax Planning and Management Dear Jim, Let's be honest, the word "taxes" can sometimes make us feel a bit uneasy. With forms, deadlines, and complex r

04/18/2025

Don't let tax surprises catch you off guard! Adjust your W-4 today!
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Email from 401 Advisor, LLC Understanding & Adjusting Your W-4 Dear Jim, A Guide to Understanding and Adjusting Your W-4 That moment when you receive your paycheck can be a mix of relief and curiosity

04/10/2025

What is the goal of tax planning?

Unlike the conventional wisdom regarding the need to mindlessly defer taxes, the goal should be to reduce one's lifetime tax bill.

04/02/2025

Some educational material on the history of tariffs, etc. I hope you'll read it. I sure learned a lot I didn't know.

03/27/2025

If you are looking to get your taxes filed, we can help with that. With the recent events in the Dayton area, many people are looking for a new tax preparer. We are a registered tax preparer with the IRS and are an e-file provider.