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: Rising Inflation: Where Will It Go from Here?
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
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Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.