Posts by Don Ross
Celebrating Military Appreciation Month
Since 1999, National Military Appreciation Month (NMAM) has been celebrated every May, honoring current and former members of the U.S. Armed Forces, including those who have died in the pursuit…
Read MoreGrowth vs Income Portfolio
Remember that there is a big difference between a growth portfolio and an income portfolio. As investors grow closer to retirement, they should begin transferring assets to more conservative holdings…
Read MoreMultiple Income Streams
The Optimum Retirement Strategy – Multiple Income Streams The optimum retirement strategy is to develop multiple passive income streams. This spreads out your risk so that if one income stream…
Read MoreThree Things You Can Do Right Now
Schedule 15 Minutes with Don Three Things You Can Do Right Now 1. Schedule a Risk Exposure Review 2. Request a Retirement Income Analysis 3. Develop a Holistic Financial Plan…
Read MoreInvestment Counseling for Military and First Responders
Don Ross has spent nearly his entire career serving his country, alongside his service to his financial planning clients. After 25 years of service as a pilot in the Ohio…
Read MoreA Message from Don
To our Clients, It was great to be with our Ross Wealth Advisor Family on March 10, 2020. We’d like to share a recap of the evening as well…
Read MoreTalking Tax Strategies at the Dublin Metropolitan Library
Are you ready to identify and avoid some of the most common and costly tax mistakes many baby boomers make in retirement? That was the topic of discussion at the…
Read MoreWhat Does Retirement Look Like To You?
What does an ideal retirement look like to you? Maybe it’s traveling around the world Maybe it’s gardening or having a second home Maybe it’s babysitting your grandchildren or spending…
Read MoreGet the 411 on the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 is intended to strengthen retirement security across the country. The provisions of the SECURE Act took effect January…
Read MoreHealthcare in Retirement
As you prepare for retirement, it is important to account for – and not underestimate – the cost of healthcare, as it is expected to make up 9% to 14%…
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