You’ve saved and planned for a comfortable retirement and now you want to enjoy your money for as long as possible. Unfortunately, paying for care later in life can be incredibly expensive. And if you…
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The Best Places to Live in Ohio for Retirement
Are you picturing your perfect retirement? Does it include trading in your alarm clock for morning walks, swapping spreadsheets for time with grandkids, and having more freedom to fish, golf, or exercise? If that sounds like…
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Your Ohio Estate Planning Guide: 8 Essential Tips and Documents
Are you confident that your family would know exactly what to do if something happened to you? Would they know how to manage your healthcare if you became incapacitated? Are you sure they have the…
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Guide to Understanding Your Retirement Social Security Benefits
You’ve spent years building towards retirement. You’re feeling mentally ready for the next chapter, but what about your finances? A solid retirement plan includes understanding Social Security retirement benefits so that you can maximize your…
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Your 2025 Guide to Claiming a Charity Donation Tax Deduction
Imagine enjoying your ideal retirement, knowing you’re making a difference and keeping more of your hard-earned money. By claiming a charity donation tax deduction, you can support the causes you care about and potentially reduce…
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What to Know about Ohio’s Estate Tax
As a financial planner in Ohio, I regularly get questions about estate taxes. My clients often ask how estate taxes might impact their families and savings. Let’s demystify the Ohio estate tax and explore how…
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9 Ways to Plan for Healthcare Costs in Retirement
You’ve worked hard and saved well throughout your career. Now, let’s make sure you know how to plan for healthcare in retirement so you can enjoy your golden years with less stress and more peace…
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