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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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Shelter in a storm
In the unpredictable world of investing, volatility in stock markets can cause considerable anxiety among investors. Market swings,...

Serious Money Ohio
Apr 82 min read
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