Commas

Commas For your financial goals, Use Commas and Money Confidently.

We’re a no-account minimum, fee-only financial advisory that delivers honest service to everyday people.

Making a major career transition can create incredible opportunity, but it often comes with added financial complexity.R...
06/05/2026

Making a major career transition can create incredible opportunity, but it often comes with added financial complexity.

Recently, we worked with a client navigating the shift from a traditional W-2 role to operating as a sole proprietor. While the move significantly increased income potential, it also meant taking on new responsibilities around taxes, retirement planning, insurance, and cash flow management—all during a season of major personal milestones.

Together, we built a financial strategy designed to create flexibility, support long-term goals, and help the client move forward with confidence instead of feeling overwhelmed by the details.

To read the full story and learn more, visit our blog.
https://usecommas.com/when-higher-income-brings-higher-stakes/

We’re currently looking for a Financial Advisor to join our Commas team.This role offers the opportunity to make a meani...
04/28/2026

We’re currently looking for a Financial Advisor to join our Commas team.

This role offers the opportunity to make a meaningful impact while helping clients navigate complexity with clarity and confidence. To learn more, visit our website!

“As a financial advisor, my passion lies in helping everyday people build a secure financial future, regardless of their...
04/19/2026

“As a financial advisor, my passion lies in helping everyday people build a secure financial future, regardless of their net worth. It’s about providing the guidance, support, and strategies that empower individuals to take control of their finances and achieve their goals.”

Congratulations on 5 years with Commas, Katelyn!🎉

04/07/2026

Why is talking about money so awkward?

Most people would rather talk about almost anything else, but avoiding it can actually make things more stressful.

The truth is, money conversations can bring you closer to people, help you feel more confident, and make your goals feel way more doable.

If you’re not sure where to start:
💬 Lead with understanding—money is personal
💬 Be open (it makes it easier for others to be, too)
💬 Stay curious, not competitive

04/03/2026

Worried about your tax bracket? Here’s the truth: not all of your income gets taxed at the rate you see on your federal return.

As you earn more, your income moves through different brackets—some dollars at 10%, some at 12%, some at 22%, and so on. 💡

Knowing your bracket helps guide smart planning decisions—like which accounts to use, how to manage investment gains, and more. It’s an important piece of the bigger financial picture.

As Women’s History Month comes to a close, we’re reflecting with deep gratitude and pride on the remarkable women of Tru...
03/31/2026

As Women’s History Month comes to a close, we’re reflecting with deep gratitude and pride on the remarkable women of Truepoint and Commas.

Every day, you bring insight, integrity, and intention to your work—leading with expertise, supporting one another, and making a lasting impact on our clients, our teams, and our community. Your voices, perspectives, and leadership don’t just shape and strengthen our culture.

This month is a reminder to celebrate your achievements, but our appreciation extends far beyond March. We are committed to continuing to elevate, support, and champion the women who make our organization what it is.

Thank you for all that you do!

Self-employed and doing it all… but are your finances working for you? 👀If you’re an independent contractor or sole prop...
03/30/2026

Self-employed and doing it all… but are your finances working for you? 👀

If you’re an independent contractor or sole proprietor, there are some seriously powerful ways to lower taxes and build wealth—you just need the right strategy.

We’re breaking it all down:
💡 Smart business structure choices
💡 Tax-saving opportunities you might be missing
💡 Retirement plans that actually move the needle

Real strategies you can use right away. Join us on Tuesday, April 7th at 3 P.M. for more!

Our annual Pop-a-Shot competition to kick off March Madness is always a highlight at Truepoint & Commas! 🏀A big congratu...
03/27/2026

Our annual Pop-a-Shot competition to kick off March Madness is always a highlight at Truepoint & Commas! 🏀

A big congratulations to our 2026 champions—and thank you to Braden Lieungh, for organizing another fun-filled tournament!

🏆 Women’s: Mel Young
🏆 Men’s: Will Lundstrom
🏆 Team Challenge: Advisor Team (Tyler, Brendan, and Scott Barbee)

We’re excited to share the launch of the new Commas website ✨While the real value comes from the work we do with you eve...
01/12/2026

We’re excited to share the launch of the new Commas website ✨
While the real value comes from the work we do with you every day, our new digital home better reflects the depth of our planning, the complexity of the decisions our clients face long before retirement, and the people behind our work. Check out our new look: https://usecommas.com/

Address

9999 Carver Road, Suite 200
Cincinnati, OH
45242

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Commas posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Category