Are you trying to figure out how much retirement savings you’ll need to live comfortably? This is one of the most important parts of planning your ideal next stage of life. The reality is that…
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What to Know about Ohio’s Estate Tax
Updated: October 23rd, 2025 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…
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Should You Rebalance Your Portfolio Before or During Retirement? Timing & Tips You Need
If you are like many of our clients, you’re probably close to or already in retirement and want to make sure your investment portfolio is set up right. You might be asking yourself questions like:…
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Should I Downsize My Home in Retirement? Pros and Cons to Consider
There’s a lot of truth to the old phrase, “home is where the heart is.” It’s where your family grew up, where you made awesome holiday memories, and felt comforted in life’s hard moments. As…
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How Can Retirees Minimize RMD Taxes? 5 Strategies for You to Consider
You’ve retired and you’re enjoying your early retirement years, watching your savings continue to grow while staying in a lower taxable income bracket. But you keep hearing about something called Required Minimum Distributions, or RMDs…
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How Do I Reduce Expenses in Retirement? 15 Smart Ways to Cut Costs
Picture this: You’re two or three years into retirement, settling into your new lifestyle. Maybe you’re planning that national parks road trip, or you’re finally ready to tackle replacing the deck. But when you check…
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How to Plan for Long-Term Care in Dayton, Ohio: A Helpful, In-Depth Guide
You’ve seen it firsthand with an aging parent or family member. They insisted on staying in their home while their ongoing health needs became too great. Experiencing the stress of a rapid health decline, you…
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