Celebrating 36 years of providing lifetime financial services to lifetime clients
Regardless of whether you have a singular financial project or want a complete Personal Financial Analysis, to begin our journey together, please complete the Financial Data Organizer and give office call (330) 425-3930 to schedule a conference.
Referrals are always appreciated!
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
There are common mistakes you can avoid when saving for retirement.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Earnings season can move markets. What is it and why is it important?
Currency has been around for a long time. Here’s a quick history lesson.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are three things to consider before dipping into retirement savings to pay for college.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.