Resources

The S&P 500 is soaring at 5,700, and the Dow Jones has reached an impressive 42,000. With these highs, many investors are asking themselves, “What should I do now?” Market highs, like the one we’re currently experiencing, often come with uncertainty, especially as elections loom on the horizon. It’s natural to wonder if political shifts […]

Investing isn’t just a financial challenge; it’s an emotional one. The psychology of investing is fraught with intense feelings—the thrill of market highs and the despair of market lows. While it’s natural to experience these emotions, they can significantly influence our financial decisions, often to our detriment. Fear and Greed: The Driving Forces At the […]

Discover the valuable opportunities available for Ohio residents aiming to save for a new home through the Ohio Homebuyer Plus Program. Understanding the Ohio Homebuyer Plus Program The Ohio Homebuyer Plus Program offers an attractive enhanced interest rate of 6.5%—although this rate may fluctuate. For some new account holders, there’s also an initial bonus of […]

For as long as I can remember, I’ve had a dream of going to Florida. The idea of fishing and boating in the sunshine state has been with me since childhood. I can still vividly recall a picture of my dad standing on a dock, proudly holding a large grouper with that unmistakable blue-green water […]

Healthcare expenses represent one of the most significant costs for retirees, often varying significantly based on health status, insurance coverage, and geographic location. Planning effectively for these costs is crucial due to their unpredictable nature and potential to impact retirement savings substantially. The Cost of Healthcare in Retirement According to the Employee Benefit Research Institute […]

In the world of investment, diversification is key. While stocks and bonds are staple asset classes, alternative investments like art can offer unique benefits. One innovative company, Masterworks, has democratized the process, allowing everyday investors to own shares in collectible artworks by renowned artists. Masterworks: Making Art Investment Accessible Typically, high-value art pieces are the […]

One of my former business coaches shared a piece of advice that left a lasting impression on me. It wasn’t just a catchy phrase—it held profound wisdom and a universal truth applicable to many aspects of life. While I can’t recall the exact wording, the essence of the message was something like this: “It’s harder […]

As young couples reach significant life milestones—such as purchasing their first home or welcoming a child—ensuring financial security for their loved ones becomes crucial. Life insurance is an essential tool in safeguarding your family’s future, maintaining their standard of living, and supporting your long-term plans. Demystifying Common Myths About Life Insurance Myth 1: Life Insurance […]

Imagine this: It’s the mid-1980s Margaret Losinger and Jeffrey Rolison are in the throes of a passionate romance. Fast forward over three decades later, and Margaret finds herself at the center of a legal battle over a fortune she never expected to come her way. Jeffrey, a man with a penchant for nostalgia, never removed […]

Planning for retirement isn’t just about numbers and savings; it’s about envisioning a future that fulfills your personal desires and needs. Let’s embark on a journey to discover your ideal retirement lifestyle with a simple three-step strategy. Imagine this as a friendly chat over coffee, sharing stories and dreams for the future. Step 1: Envision […]