Articles by Jillian Wendling

Headshot of Jillian Wendling

Jillian Wendling, CFP®, supports the financial planning team by assisting with comprehensive planning, client communication, and financial analysis. She enjoys building strong client relationships and helping individuals and families navigate important financial decisions with confidence and clarity.

Education Planning

Maximize Ohio’s 2026 Sales Tax Holiday with Smart 529 Planning

Ohio’s annual Sales Tax Holiday gives families an opportunity to reduce the cost of back-to-school shopping by purchasing many qualifying items without paying state or local sales tax. For parents with college-bound students, combining the tax holiday with a 529 college savings plan may create additional savings. Here’s what Ohio families should know before shopping this year.  Ohio’s 2026 Sales Tax…