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!
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It sounds simple, but paying yourself first can really pay off.
Bonds may outperform stocks one year only to have stocks rebound the next.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is your plan for health care during retirement?
What are your options for investing in emerging markets?