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The impossibility of providing retirement planning to those who won't listen.
Some people don't seek financial guidance because they genuinely want it- they seek it to validate what they already believe.
Are you open to expertise?
Serious Money Ohio
May 152 min read
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First 100 Days: trying to make sense
Yesterday I had the opportunity to listen in on two perspectives of how and why the first 100 days of the second Trump presidency have...
Serious Money Ohio
Apr 302 min read
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Retirement Case Study
A Successful Retirement begins for Linda When Linda first called me, she was eager to understand her options. Retirement was approaching...
Serious Money Ohio
Apr 291 min read
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The History of Index Annuities
Index annuities, also known as fixed index annuities (FIAs), trace their origin back to the mid-1990s in the United States. These...
Serious Money Ohio
Apr 101 min read
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