Providing investment, retirement, and financial advice for over 40 years.
582 North Main Street
Springboro,
OH
45066
Phone:
- (937) 748-8710
Fax:
- (937) 748-8910
- E-mail address: steve.vaughan@fincounsel.com
Newsletters
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Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| NYSE Composite | 15,251.83 | +1.95% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.