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Retirement Spending

Many people nearing retirement make the mistake of just “guessing” their retirement income needs rather than actually calculating what they’ll need to support their retirement spending. This is because many people don’t put enough thought into their financial needs when they are working, either.  However, given that you don’t have the income from a job

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Retirement Spending

Many people nearing retirement make the mistake of just “guessing” their retirement income needs rather than actually calculating what they’ll need to support their retirement spending. This is because many people don’t put enough thought into their financial needs when they are working, either.  However, given that you don’t have the income from a job

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Best Places to Retire in 2024

We read an article recently examining more than 800 locations in America, comparing everything from housing costs to taxes to health care, air quality, and natural hazard risk. What they found were some of the best places to retire in 2024.  The town of Las Cruces, for example, a town of 116,000 people, has a

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How Would You Answer the Question? 

Nobel laureate, the late Daniel Kahneman, proposed a question; “How does the experience of a loss compare with the experience of a gain?” There were four possible answers to choose from:  Which answer would you choose? Kahneman’s research study concluded that losses are twice as painful as gains are pleasurable:  “This phenomenon—known as loss aversion—suggests

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Financial Stability

A big part of planning for your retirement future is accounting for the “what-ifs.” No matter how careful anyone is, unexpected changes can occur: accidents, illness, and deaths.  That’s where insurance comes in. Life insurance and the features it offers are definitely worth considering, and not only to provide for your loved ones after you’re

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Fine-Tuning Your Retirement

It’s been a while since the Secure Act of 2022 came about, but it’s time to refocus on its impact in 2024. Did you know that, beginning in 2024, Roth 401(k)s are no longer subject to RMDs? This means that Roth savers, whether in a 401(k) or an IRA, can keep their contributions invested their

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Member Bring-A-Friend Events

Registration Required

Invitations to future events will be emailed and seminar dates will be posted on the member calendar

Tuesday
July 2nd
6:00PM

For Members & Interested Guests
Hilton Garden Inn
6165 Levis Commons Blvd.
Perrysburg, OH 43551
5:45 PM Check In

Exclusive Member Events

Non-Member Guests Are Required to Register
Tues. or Wed.
Jan. 30th or 31st
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

***Seating is extremely limited***

Tues. or Thurs.
Feb. 20th or 22nd
6:00PM

4705 Talmadge Rd.
Toledo, OH 43623
5:45 PM Arrival Time

***Seating is extremely limited***

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