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Matt Jehn

Matt Jehn, CFP is the principle at Royal Oak Financial Group, providing a complete financial solution of professional accounting, insurance, tax and wealth management services to small businesses and individuals in central Ohio.

Articles for Author

student looking over student debt relief

Everything You Need to Know About Student Debt Relief in 2023

Every year, millions of Americans are faced with federal student loan debt that requires costly monthly repayments. Debt amounts can range from a couple thousand to tens of thousands on average, adding up to a national total of over a trillion dollars across all borrowers. Whether you are a student in need of loans or […]

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older couple reviewing financial documents for retirement planning

Enhancing American Retirement Now (EARN) Act Impact on Taxes

The EARN Act has new features to better position Americans for retirement.

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year end tax documents

Checklist for Year-End Tax Planning

2022 is coming to an end, which means your tax organization should already be underway.

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Man Using Phone and Laptop to Invest

Are Investment Apps Safe?

Investment apps have grown in popularity in recent years. Read more to learn about the potential risks that come along with these apps.

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advisor helping woman create a will in Worthington, Ohio

How to Create a Will

Get started with the basics of estate planning by creating a will.

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close up of older man signing estate planning papers

4 Estate Planning Documents Ohio Residents Need to Prepare

Consider these critical documents as you create your estate plan.

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inflation impact on wealth

How to Protect Your Wealth from Inflation

Keeping your wealth safe and valuable in the long-term should always be a priority.

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Accountant in Lancaster, OH, reviewing financial statements

How Do You Know if You Need an Accountant?

Understand how hiring an accountant can benefit you both personally and professionally.

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business owner calculating financial needs for retirement

Your Guide to Retirement Planning for Small Business Owners

Get insights on five frequently used retirement plans for business owners!

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mom and daughter putting money in savings for college funds

How to Get Started Saving For a Child’s Education in Ohio

The right investment plan will help secure you and your loved one’s future!

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  • Services
    • Estate Planning
    • Individual Tax Planning
    • Investment Management
    • Income & Social Security Planning
  • Resources
  • About
  • Our Process
  • Contact

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