Financial Planning Specialist
Suite 1100
Dayton, OH 45402
toll free: 800-223-0644
fax: 937-223-4010
- Baby Boomers Prepare for Retirement
- IRAs – Still Popular After All These Years
- IRA Rollovers: Stashing Your Retirement Nest Egg
- Leaving a Legacy of More Than Wealth For The Next Generation
- Planning Beyond the Numbers
- Addressing the Wealth Planning Needs of Women Investors
- Protecting Yourself from Identity Theft
- Teaching Children the Financial Facts of Life
- College Savings Plans Make the Grade
- Will Your Kids Inherit the Wealth Ethic or the Work Ethic?
- The Hard Facts of Long-Term Care Insurance
- Recent Tax Laws Affect Many College Savings Strategies
- The Capital Gains Tax Rate: Is Change on the Horizon?
- Recessions and Bear Markets: The Connection Isn’t as Close as You Might Think
