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Do the new IRA RMD Rules offer planning opportunities?
Are you Required to take Minimum Distributions (RMDs) from your IRAs? The end of another year is fast approaching. Let's answer some...

Serious Money Ohio
Sep 21, 20223 min read
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ESG Index comes to a Fixed Indexed Annuity!
Fixed Indexed Annuities guarantee that you cannot lose money due to market performance. That quality makes them an option for your...

Serious Money Ohio
Sep 13, 20222 min read
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Are you waiting for 8% on your savings?
Two retirees recently told me that they are waiting for 8% before they move their nest egg out of the bank. They both mentioned articles...

Serious Money Ohio
Sep 8, 20222 min read
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