246 West 5th Street, Suite 102, Marysville, OH 43040
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Federal Income Tax
Roth IRA Conversion
Taxable Equivalent Yield
Cash Flow Analysis
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
Setting a Retirement Savings Goal
Looking for Value with P/E Ratios
Early Retirement and Your Tax-Deferred Savings
Living Benefits Can Help Counter Retirement Risks
Don’t Let a Disaster Keep the Lights Off Forever
Three Generations of Retirement Strategies
Do Target-Date Funds Hit the Bull’s-Eye for You?
Retirement Savings: Traditional, Roth, or Both?
What Is Cyber Insurance, and Do You Need It?
Give and Receive with a Charitable Remainder Trust
Running with the Dogs
Rain, Sleet, Snow — and Lawsuits?
Business or Hobby? It’s All About Taxes
Is It Time to Step Up Your Digital Marketing?
Online Shopping Tips
What’s Required of the Executor of an Estate?
Prices and the Economy
Qualified Charitable Distributions
A New Option for Providing Health Coverage in 2020
Three Regrets of Retirees
Medicare Open Enrollment
Closed-End Funds May Offer Higher Income
Taming Investment Taxes
Retirement Plans for the Self-Employed Dangle Tax Benefits
Controlling the Distribution
Social Security Income
Retirement Plan Distributions
Managing Retirement Plans
How does inflation affect me?
What is term life insurance?
What Is Whole Life Insurance?
What Is Universal Life Insurance?
What is variable life insurance?
How can you maximize your insurance benefits?
How Can You Insure Your Future?
How can you protect your home?
What Types of Health Coverage Are Available?
How Can I Extend My Liability Coverage?
Am I Prepared for Long-Term Care Expenses?
Should You Pay Off Debt or Save for Retirement?
Should You Sell When the Market Drops?
3 Potential Benefits of Dollar-Cost Averaging
Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
The Basics of Social Security Retirement Benefits
Financial Planning: Helping You See the Big Picture
Stocks and Stock Mutual Funds 101
Bonds and Bond Mutual Funds 101
The Pros and Cons of a Big Tax Refund
The Retirement Income Factor
What Is Investment Risk?
Do You Know Who Your Beneficiaries Are?
The Value of a Bond
What Would Happen to Your Estate?
What Is An Annuity?