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Can you look at this statement and tell me what the heck this is?
The statement is for an annuity. The question came from someone who called into our office. Think about what they were asking. Someone...

Serious Money Ohio
Sep 29, 20211 min read
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Winter is coming.....
But not until we get to enjoy a (hopefully) wonderful Fall. Tomorrow sometime we will move from Summer to Fall and mark a day with...

Serious Money Ohio
Sep 20, 20211 min read
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A fresh set of eyes. A fresh set of ears. Your retirement deserves both of them NOW.
Think this question over- Does your financial advisor really listen to what you say and does he still today have new ideas to improve...

Serious Money Ohio
Sep 8, 20211 min read
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