Retiring debt free is an achievable goal for many people today, especially if you live in Dayton or Southwest, Ohio. Thanks to the affordable cost of living and housing in southern Ohio, you have the…
Read More
Busting 6 Common Myths About Fee-Only Financial Planning
If you are looking for help with financial planning and managing your investments, you may have heard that you should look to hire a fee-only financial planner. Fee-only financial planners usually work for Registered Investment…
Read More
4 Benefits of Hiring a Fee-Only Financial Planner
If you are considering hiring a financial advisor, you should know that there are many different types to choose from. Not all types of financial advisors have to offer advice that is solely in your…
Read More
8 Important Questions to Ask a Financial Advisor
First, What Exactly Is a Financial Advisor? Historically, the role of a financial advisor has been to provide clients with investment strategies and investment management. Thanks to the evolving financial landscape, today a great financial…
Read More
8 Unexpected Retirement Costs You Should Plan For
The most important part of planning your ideal retirement is creating an accurate projected budget, allowing you to make decisions about your income and other resources. Once you’ve projected your regular expenses, you should be…
Read More
7 Best Financial Planning Strategies for your 50s
Turning 50 makes the idea of retirement feel more real and immediate. You might be excited and motivated to try and retire quickly, or you might feel stress and anxiety, wondering if you’ve put off…
Read More
What Is Investment Management? Your In-Depth Guide
What Is Investment Management? Investment management is a term that refers to the service of buying, selling, and monitoring financial assets or securities with the goal of achieving specific investment outcomes over time. The most…
Read More