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Retirement account

Did you forget and leave it behind?

We’ve spoken in the past about the benefits of saving money for retirement by having automatic transfers from your checking account into a savings account. But, what is often forgotten is that workplace retirement account when you leave one job and move on to another. If you leave a job, consider “rolling” the money from

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RMD

Recycling RMDs

One potential way to save money consistently is to arrange automatic transfers from your checking to your savings account on paydays. This idea can be also applied to RMDs as we get older. While we may be forced to take required minimum distributions out of qualified accounts, there are no restrictions on how you choose

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emergency fund

Follow the Steps

Sometimes it’s best to start with the basic steps when planning for retirement. Are you contributing enough to your 401(k) to get your company’s full employee match? Have you paid off any high-interest-rate debt you may be carrying? Eliminating a monthly credit card or auto loan with a high-interest payment may enable you to save

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Five years

A Dangerous Decade 

The five years before you retire and the next five after retirement are among the most important and vulnerable for a retiree’s savings. The reasoning is that, as you approach retirement, there are far fewer years left to correct or recover from a mistake. The consequence of a misstep during this time can affect your

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factor in healthcare costs

Factor in Healthcare Costs 

In the past, we have noted that when planning your retirement finances you need to factor in healthcare costs. Not doing that may cause a depletion of your retirement savings that you did not anticipate. There has been some discussion about the Affordable Care Act and the indication that, for the first time, the U.S.

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Fair meaning equal

“Fair” Meaning “Equal”

We frequently receive inquiries regarding who the beneficiaries should be for the financial products we recommend. And, if the division among multiple beneficiaries should be equal. This brings up an interesting point.  When making this decision, people sometimes place descriptions on their offspring that relate to their current needs or proclivities. What we sometimes forget

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Member Bring-A-Friend Events

Click On A Logo Below To Request Registration For An Event
Tuesday
June 6th
6:00PM

953 Phillips Ave.
Toledo, OH 43612
(Not Handicapped Accessible)
Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
– Entree Selection –
NY Strip, Roasted Chicken, Salmon

Tuesday
June 27th
6:00PM
4630 Heatherdowns Blvd.
Toledo, OH 43614

5:45 PM Arrival Time
– Entree Selection –
Prime Rib, Steak & Shrimp, Chicken & Shrimp

Exclusive Member Events

Click On A Logo Below To Request Registration For An Event
Thursday
June 8th
6:00PM

953 Phillips Ave.
Toledo, OH 43612
(Not Handicapped Accessible)
Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
– Entree Selection –
NY Strip, Roasted Chicken, Salmon

Thursday
June 29th
6:00PM
4630 Heatherdowns Blvd.
Toledo, OH 43614

5:45 PM Arrival Time
– Entree Selection –
Prime Rib, Steak & Shrimp, Chicken & Shrimp

WE Look Forward to Meeting You

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