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Breakfast on the go

Breakfast is the most important meal of the day. You hear this all the time, right? If you are like me and loathe the sound of the...

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October 19, 2023

Breakfast on the go

Israel War & My Portfolio: Pray, Give & Stay Disciplined

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

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October 11, 2023

Israel War & My Portfolio: Pray, Give & Stay Disciplined

The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

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October 4, 2023

The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

Time in the Market vs. Timing the Market

Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...

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October 2, 2023

Time in the Market vs. Timing the Market

End-of-year items that will prepare you for filing your 2023 taxes

As we head into Fall Weather, Football, Halloween, and the holidays, we are getting close to the 2023 Tax Filing Season. As this time of...

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October 2, 2023

End-of-year items that will prepare you for filing your 2023 taxes

Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

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September 27, 2023

Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

Monthly College Planning Update: September 2023

There is a new sheriff in town, and a whole new supporting cast of characters. I'm kidding of course, but there is a new FAFSA coming...

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September 25, 2023

Monthly College Planning Update: September 2023

The Market Based Argument for Dave Ramsey's Four Categories

For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...

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September 25, 2023

The Market Based Argument for Dave Ramsey's Four Categories

Higher Oil Prices & US Energy Dominance

Probably one of the toughest parts of President Biden's re-election run will be the unrealistic sect of his party that believes the world...

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September 25, 2023

Higher Oil Prices & US Energy Dominance

Long-Term Care: Do you have a plan?

Like many other issues in life, if you do not have a plan, you are planning to fail. Although we will address the financial aspect of...

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September 20, 2023

Long-Term Care: Do you have a plan?

What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...

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September 20, 2023

What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

Breaking the cycle of Paycheck to Paycheck in 4 Steps

Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...

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September 14, 2023

Breaking the cycle of Paycheck to Paycheck in 4 Steps

What is an Emergency Fund, and Why Do I Need One?

An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...

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September 14, 2023

What is an Emergency Fund, and Why Do I Need One?

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

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September 2, 2023

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

Why Bonds Are Still Essential for the Retirees Portfolio

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

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September 2, 2023

Why Bonds Are Still Essential for the Retirees Portfolio

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

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September 2, 2023

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

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September 1, 2023

Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

Which Workplace Retirement Plan Should I Select?

Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...

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September 1, 2023

Which Workplace Retirement Plan Should I Select?

College Savings Options

Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...

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August 24, 2023

College Savings Options

All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth

Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...

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August 17, 2023

All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth
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