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 […]
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 […]
Record Number of Donations Collected at the 2024 CAG Community Shred Day
2024 Citizen Advisory Group Community Shred Day was a huge success! Over 1,000 pounds of food pantry items and almost $200 was donated by those in attendance. A thank you […]
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 […]
Building a Foundation in Retirement… is like Laying the Foundation for our New Building Expansion
4 Tips for Building a Foundation in Retirement Lay a Solid Foundation: Just as our new building required a strong foundation, a secure retirement begins with a solid financial base. […]