Take Lump Sum or Annuity Lottery Payout?

Mega Millions Jackpot Soars to $1.025 Billion. When you win the big jackpot, you have two different payment options: Lump Sum or Annuity Payout. Lump Sum: Lottery winners who consider […]
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 you are older, […]
The Importance of Assessing Your Life Insurance Needs

If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an […]
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a […]
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 […]