Knowledge is Power, Especially When It Comes to Money
Understanding family attitudes towards money may improve financial decisions and reduce financial stress. People inherit more from their parents and grandparents than big feet, eye color, self-discipline, a passion for […]
Take a Fresh Look at Your Goals, Revisit Your Fiscal and Financial Priorities Each Day
Building a healthy financial life is an important concern that everyone should address with diligence and care. Rather than being a one-time event, evaluating your finances—and ensuring you don’t lose […]
Investors Need to Understand Their Risk
Understanding your risk tolerance is complex, and the standard questionnaire provided by financial planners may not capture an accurate picture. One reason is they sometimes combine different aspects of the […]
Don’t Be Your Own Worst Enemy
One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.”1 What Graham understood—and modern […]
Financial Wellness—How do you score?
If you do a Google search for financial wellness, you will find many definitions or explanations. Financial wellness doesn’t have just one meaning because it means something different to each […]
Northwest Ohio Area Fireworks Guide
Friday, July 2 · Findlay – Hancock Co. Fairgrounds, dusk more info · Toledo- downtown, dusk · Wauseon- Biddle Park, dusk · Whitehouse- Blue Creek Metropark, dusk more info Saturday, July 3 […]
Four Really Good Reasons to Invest
Forty-eight percent of Americans do not own any stocks or stock-related investments, according to the most recent data available from Pew Research Center.1 Individuals may cite different reasons for not […]
Caring for Aging Parents
Caring for Aging Parents Tips Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. Globally, the population aged 65 and over is […]
Building Your Legacy
Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.1 Shannon L. Alder The desire to leave […]
Budget Check Up: Tax Time Is the Right Time
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