Mediate Financial Services, Inc.

06/02/2026

Estate planning mistakes usually don’t start with neglect. Sometimes, they start with good intentions.

Adding a child to a deed. Forgetting an old beneficiary form. Creating a trust that never gets funded.

Each move can seem simple enough on its own, but estate planning works best when all the pieces are working together.

This month’s newsletter looks at three common estate planning moves that deserve a second look.

For informational purposes only. We are not attorneys and do not provide legal advice.

A forgotten form can override your will.

06/02/2026

She’s just a girl!

06/01/2026

Fastest. Five years. EVER!

Please help us in congratulating Christopher on his five-year anniversary at our firm! 👏🥂

We’re proud to celebrate this massive milestone and so grateful to have him as part of the team.

Congratulations, Christopher!

05/29/2026

A special night celebrating a lot of very special people!

A huge congratulations is in order for Christopher, who was officially named to the ’s 2026 25 Under 35!

We are beyond proud of him for his hard work and commitment to our clients. This was so deserved!

Thank you to the Mahoning Valley Young Professionals and the Youngstown/Warren Regional Chamber for putting this amazing evening together and for placing a spotlight on our Valley’s best and brightest!

05/29/2026

Summer intern season is officially here! ☀️📈

Please join us in welcoming our two new interns, Brianna Seifert and Jack Graff, to the Mediate Financial team!

We’re excited to have them with us this summer as they gain hands-on experience, learn more about the financial services industry, and contribute to the work we do for our clients and community.

Welcome aboard, Jack and Brie!

05/29/2026

What a special evening! Huge congratulations to all 25 nominees!!!

An annual event honoring the area’s young professionals took place once again Thursday evening.

05/26/2026

OpenAI has been making waves in the news cycle for quite some time. But now, they’re making waves in the financial news cycle once again.

Chris caught up with 21 WFMJ to explain what OpenAI “going public” truly means for investors.

OpenAI preparing to file for IPO

05/25/2026

This Memorial Day, we pause to remember the men and women who gave everything in service to our country.

It’s easy to let a long weekend become just that: a long weekend.

But this day asks something more of us. It asks us to slow down, reflect, and hold gratitude for the freedoms we’re able to enjoy because others never made it home.

Their sacrifice deserves more than a passing thought. It deserves our remembrance, our respect, and our commitment to carry their legacy forward with humility and appreciation.

Today, we remember. We reflect. We honor.

In observance of this special holiday, our office is closed.

05/22/2026

Stay present. 📈

05/19/2026

You spent your whole life saving. Don't spend the rest of it treading.

In this clip from the Mediate Retirement Report, Christopher talks about a huge challenge retirees could be faced with if they don't account for it properly.