Insights & Blog
Welcome to our blog. Here you’ll find articles written for Indian families, H‑1B professionals and anyone seeking culturally sensitive financial guidance in Ohio and beyond. We share tips on estate planning, insurance, education, retirement and immigration, along with personal stories and community news.
Navigating U.S. Financial Planning as an Indian Family
A holistic overview of the unique challenges Indian families face when planning finances in the U.S., including estate planning, insurance, education savings and retirement strategies. Learn how cultural values and U.S. regulations intersect.
Read ArticleLife Insurance Options for H‑1B Professionals
Explore term vs whole life insurance, mortgage protection and disability policies tailored for H‑1B workers. Discover how the right coverage can protect your loved ones and support your immigration journey.
Read ArticleEB‑5 Investor Visa: A Step‑by‑Step Guide
Considering the EB‑5 program? This article walks you through eligibility, investment thresholds, timelines and due diligence tips to help your family pursue a green card with confidence.
Read ArticleHave Questions About Your Financial Journey?
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