Senior Investment Management Consultant
Corporate Client Group Director
Financial Planning Specialist
Suite 1100
Dayton, OH 45402
toll free: 800-223-0644
fax: 937-223-4010
- Teaching Children the Financial Facts of Life
- College Savings Plans Make the Grade
- Baby Boomers Prepare for Retirement
- Early IRA Withdrawals Can Be Costly
- IRAs – Still Popular After All These Years
- Understanding Our Behavioral Blind Spots
- Funds for School
- The Art of Rebalancing
- Investing in a Greener World
- Investment Diversification Using Asset Allocation
- Return Appearances: Evaluating Performance
- Retiring Right
- Do You Know Who Your IRA Beneficiary Is—and Why It Matters?
- Seven Strategies for Investing During Volatile Markets
- Staggered Retirement: When One Spouse Leaves the Workforce
- Leaving a Legacy of More Than Wealth For The Next Generation
- Protecting Yourself from Identity Theft
- The Hard Facts of Long-Term Care Insurance
- Time Is Money: Deciding When to Take Social Security
