We are here to help you on your financial journey. If you have any questions about the topics we discuss here, contact our team.
Worried about the Market? We’ve Planned for the Ups and Downs
Global unrest, inflation, energy costs -- it’s understandable that you might be wondering what’s coming next, and how it will impact your financial goals. Market swings are a normal part of investing, and one of the main...Read More
Franklin County's Best of the Best
We are proud to announce that we have been chosen as Franklin County’s Best of the Best winner in the investment firm category for 2022.Read More
Your 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...Read More
College Planning and Savings
It is that time of year again... time to send the kids back to school and time to start thinking about how you want to help you children or grandchildren with their future education costs! There are many different options on how you...Read More
Life is full of surprises. When the unexpected happens, you want your loved ones to be prepared. Do your part to make that happen with intentional and thorough estate planning. Whenever you have free time, take advantage of it by...Read More
Is it time to refinance my mortgage?
Should I refinance my mortgage? Many people are unaware of the impact refinancing to a lower rate can have on the amount of interest they pay over the life of their mortgage. The general rule of thumb is that if you can reduce your...Read More
Is Your Cash Losing Value?
How much cash should I keep in my bank account? This is one of our most asked questions. Many people keep a large amount of cash in a checking/savings account... but should they? Why shouldn't I just keep all my money at the bank? One...Read More
Is It Time to Review Your Life Insurance?
How often should you review your life insurance coverage and policies? Typically we recommend reviewing your policies and coverage on an annual basis to make sure that the amount of insurance coverage is still appropriate and that the...Read More
Health Savings Account
Health Savings Accounts (HSAs) can be a great way to plan for medical expenses and offer a creative solution to defer additional pretax income. HSAs are available to anyone who is currently participating in a high deductible health...Read More
Consolidating Your Retirement Accounts
Do you have multiple 401(K) accounts? Most Americans change jobs many times during their working careers. What should you do with all of the old retirement plans that you and/or your employer contributed to? Leave it where it is! If...Read More
Medicare is important to understand and plan for in retirement. Medicare is the national health insurance program to which all Social Security recipients who are either over 65 years of age or permanently disabled are eligible....Read More
Long Term Care
Did you know that 70% of adults 65 and older will require some level of long term care during their lifetime? This major unknown can be concerning and many retirees fear the assets they have accumulated over their lifetime could all go...Read More
Term Life Insurance: When and why you might consider it?
Term life insurance is a type of life insurance that will cover you for a specific length of time. These policies typically range from 10-30 years of coverage depending on your individual needs. At the end of your chosen term, the...Read More