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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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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Investing in Your 50s: 10 Tips for a Better Retirement
Investing in your 50s can be exciting and stressful. You’ve been working hard and saving for retirement, and might be wondering: Am I doing everything I can to make my money last? How should my…
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How (and Why) to Retire Debt-Free
Dreaming of how free you’ll feel if you can pay off your car and mortgage before you retire? Can’t wait to be able to enjoy more of your income instead of seeing it swallowed up…
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