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!
Rightsizing for Retirement
What does your home really cost?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding the value of a home warranty.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Is your estate in order? This short quiz may help you assess your overall strategy.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a crash course on saving for college.
You’ve made investments your whole life. Work with us to help make the most of them.
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”