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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What Is a Roth Conversion & Is It Right for You? In-Depth Guide
If you are approaching or finally in retirement, a big question might be lingering in the back of your mind: “Will I be able to enjoy retirement without constantly worrying about money?” You‘d love to…
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What Are the 7 Estate Planning Essentials Every Retiree Needs?
If you’re like many retirees in Ohio, ‘estate planning’ is something you say you’ll get around to eventually. Talking about end-of-life details is never fun, but what happens if you don’t get around to planning…
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How Retirees Can Use the Ohio 529 Deduction to Lower Taxes
Are you a high-income Ohio taxpayer, over 50, who’s been diligently saving for retirement? Maybe you’re retired and are looking for smart ways to help your children or grandchildren with their college savings. If that…
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What Are the Medicaid Rules for Gifting and Long-Term Care? Your In-Depth Guide
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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