You’ve worked hard to save for retirement, and now it’s time to start using your money…but how much will taxes take? If you’re over 50 and thinking about withdrawing from your retirement accounts, understanding your…
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Ohio Retirement Tax Strategies to Optimize Your Budget
Imagine this: you’re retired, enjoying a beautiful sunset from your porch, with no worries about money. Thanks to smart Ohio retirement tax strategies, your retirement income is flowing smoothly, and you’re confident you have enough…
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What Are the Pros and Cons of Retiring in Ohio?
Have you lived in Ohio most of your working life and are debating the question: What are the pros and cons of retiring in Ohio? Colorful fall weather, a lower cost of living, combined with…
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How (and Why) to Retire Debt-Free
A debt-free retirement is an achievable goal, especially if you live in Dayton or Southwest, Ohio. Thanks to the affordable cost of living and housing in southern Ohio, you have the opportunity to knock out…
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Busting 6 Common Myths about Fee-Only Financial Planning
Despite it’s growing popularity, there are many fee-only financial planning myths that you should know about. Below we are going to discuss common misconceptions about working with a fee-only financial planner to help you understand…
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4 Fee-Only Financial Planning Benefits
If you are considering hiring a financial advisor that is a fiduciary, then you might consider looking for a fee-only professional. Fee-only financial planning benefits include fee transparency, no commission based selling, and a strict…
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8 Important Questions to Ask a Financial Advisor
In this article we will discuss the 8 questions to ask a financial advisor that will help you assess their expertise, fees, and approach! First, What Exactly Is a Financial Advisor? Historically, the role of…
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