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Posts by category

• Category: Early Retirement
  • Is Retiring Early Worth It for You? 5 Factors to Consider
  • What are the Pros and Cons of Early Retirement?
  • Early Retirement vs. Normal Retirement: What’s the Difference & Right for You?
  • How to Retire Early: 8 Tips to Follow
  • The 3 Top Accounts for Early Retirement Planning
• Category: Estate Planning
  • What to Know about Ohio’s Estate Tax
  • What Are the 7 Estate Planning Essentials Every Retiree Needs?
  • Your Ohio Estate Planning Guide: 8 Essential Tips and Documents
• Category: Financial Advisor
  • Busting 6 Common Myths about Fee-Only Financial Planning
  • 4 Fee-Only Financial Planning Benefits
  • 8 Important Questions to Ask a Financial Advisor
  • How to Choose a Financial Advisor: 4 Tips to Use
  • What Is Financial Planning? Definition, FAQs, and More
  • What Is Fee-Only Financial Planning?
  • Fee-Only vs. Fee-Based Financial Planners: What’s the Difference?
• Category: Insurance
  • How to Plan for Long-Term Care in Dayton, Ohio: A Helpful, In-Depth Guide
  • What Are the Medicaid Rules for Gifting and Long-Term Care? Your In-Depth Guide
  • 9 Ways to Plan for Healthcare Costs in Retirement
• Category: Investment Management
  • 12 Common 401(k) Mistakes & How to Avoid Them
  • Should You Rebalance Your Portfolio Before or During Retirement? Timing & Tips You Need
  • Investing in Your 50s: 10 Tips for a Better Retirement
  • What Is Investment Management? Your In-Depth Guide
• Category: Retirement
  • 10 Retirement Tax Strategies Every Retiree Should Know About
  • 2026 Dayton, Ohio Cost of Living Guide (and What That Means for Retirees)
  • What Are the Pros and Cons of Retiring in Ohio?
  • Financial Tips for Traveling in Retirement: 10 Things Retirees Should Know
  • How Much Do You Need to Retire Comfortably in Ohio? A Budget-Based Guide
  • Should I Downsize My Home in Retirement? Pros and Cons to Consider
  • How Do I Reduce Expenses in Retirement? 15 Smart Ways to Cut Costs
  • The Best Places to Live in Ohio for Retirement
  • Guide to Understanding Your Retirement Social Security Benefits
  • How (and Why) to Retire Debt-Free
  • 8 Unexpected Retirement Expenses You Should Plan For
  • 7 Best Financial Strategies for 50 Year Olds
• Category: Taxes
  • 2026 Guide to Capital Gains Tax in Ohio
  • Ohio Retirement Tax Strategies to Optimize Your Budget
  • What Is the 401(k) Withdrawal Tax Rate? FAQs and More
  • How Can Retirees Minimize RMD Taxes? 5 Strategies for You to Consider
  • What Is a Roth Conversion & Is It Right for You? In-Depth Guide
  • How Retirees Can Use the Ohio 529 Deduction to Lower Taxes
  • Your 2025 Guide to Claiming a Charity Donation Tax Deduction
• Category: Uncategorized

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