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? […]

Should You Take Social Security at 62, 67 or 70?

In this week’s segment, we discuss why you shouldn’t take your Social Security benefits early and dive into how spousal benefits work. Don’t miss out on these valuable insights to […]

Budget Check Up: Tax Time Is the Right Time

Every year, about 140 million households file their federal tax returns.For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment […]

Enhance Your Financial Fitness in 2024

What is financial fitness? It is not just about having a pile of money in a bank account or a fat portfolio of stocks and bonds. Lottery winners often stumble […]

Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing […]