Retirement Income Strategies
How Much Income Do You Need In Retirement?
Every individual is different when it comes to how much they’ll spend in retirement. The number is influenced by a variety of factors: lifestyle, age, health, earnings during their working…
Read MoreUnderstanding Fixed Index Annuities
A Guide to Understanding the Advantages and Costs of Fixed Index Annuities (FIAs) If you’ve started thinking about creating income for retirement, chances are you’ve heard about annuities. Annuities are…
Read MoreIncome Ideas for Retiring Early – Part 2
This is Part 2 of Income Ideas for Early Retirement. Did you miss part 1? Go to Income Ideas for Retiring Early – Part 1. Is your retirement income guaranteed?…
Read MoreIncome Ideas for Retiring Early – Part 1
Has the new world thanks to COVID 19 moved up your retirement date? Perhaps it’s time to exchange your paycheck for play checks and retire sooner. It may be time…
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 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 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…
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