May is Disability Awareness Month: Here’s Why Disability Insurance Matters
May is an important month as we honor Disability Awareness Month, a time when we stand together to support individuals with disabilities and celebrate their valuable contributions to society. In […]
Retirement Traps to Avoid in Retirement
Retirement Traps to Avoid in Retirement Planning for retirement requires foresight, discipline, and awareness of potential pitfalls that could derail even the most carefully laid plans. Here are five major […]
April is Financial Literacy Month: 10 Tips for Financial Literacy
The term “financial literacy” refers to a variety of different skills and concepts. Everyone’s financial situation and financial well-being are different. People who are financially literate save more money and […]
Important Birthdays Over 50
Important Birthdays Over 50 Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. […]
When Should YOU Start Taking Your Social Security Benefits? (VIDEO)
In our latest episode of “Retire Well”, we share tips to help you OPTIMIZE your Social Security benefits. Knowing when to claim Social Security can make a big difference in […]
Retirement is a Beginning
How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and psychologically fulfilling, if […]
Retirement Realities
Retirement Realities Expectations vs. Reality Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few […]
2024 Northwest Ohio Local Fireworks Guide
Northwest Ohio is gearing up for a spectacular Independence Day celebration with fireworks displays planned across the region. From Toledo to Bowling Green, Findlay to Defiance, residents and visitors alike […]
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? […]
Retire Well TV: Retirement Planning Strategies
Do you have a solid income plan in place? If not we have solutions for you to help develop one! Don’t miss out on these valuable insights to make the […]