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!
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The tax rules that govern donating art are complex and confusing. Take a closer look.
At what point can you call a personal vehicle commercial?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Beware of these traps that could upend your retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?