Celebrating 35 years of providing lifetime financial services to lifetime clients
On May 17, 1982, I began my financial services journey. Today, I am more excited than ever about the new opportunities to partner with clients as they work on their financial objectives. My only criteria for new clients is that they be committed towards achieving your goals and aspirations. Regardless of whether you have a singular financial project or want a complete Personal Financial Analysis, to begin our journey together, call today to schedule a conference (330) 425-3930.and complete the Financial Data Organizer.
Referrals are always appreciated!
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
There are common mistakes you can avoid when saving for retirement.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
These food myths will really put a drain on your wallet.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When considering life insurance, it's important to understand your options.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
A special needs trust helps care for a special needs child when you’re gone.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
With alternative investments, it’s critical to sort through the complexity.