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.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you died, what would happen to your email archives, social profiles and online accounts?
Are you ready for retirement? Here are five words you should consider.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Smart investors take the time to separate emotion from fact.
What does your home really cost?