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:
Newsletters
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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Your Business: Minimum-Wage Laws in the Spotlight
As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.
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?