top of page
Search


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 30, 20252 min read
Â
Â
Â


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 29, 20251 min read
Â
Â
Â
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 10, 20251 min read
Â
Â
Â


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 8, 20252 min read
Â
Â
Â
bottom of page