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Don't use more money than you need to create the income you want.
Discover a conservative way to generate the retirement income you want - and free up dollars for additional liquidity.

Serious Money Ohio
Mar 302 min read


Understanding Fixed and Fixed Indexed Annuities for a Secure Retirement
A happy couple walk along the Maumee River.

Serious Money Ohio
Mar 244 min read


Have you noticed the storms?
The last year has been different. High winds and snow. High winds and rain. Incredibly powerful winds all by themselves. Causing human casualties and property damage in amounts not normally seen. What if those devastating storms transferred over to the financial markets? In some way not seen by financial Doppler or predicted by financial models. A true financial collapse. When people talk about a “financial collapse,” they’re rarely imagining a routine recession. They’re pict

Serious Money Ohio
Mar 162 min read


Franklin Park Mall and Your Retirement
Many of us remember when Franklin Park Mall was the place to be. Packed parking lots. Busy stores. Energy everywhere. It felt like it would always thrive. But things changed. Anchor stores left. Traffic slowed. Decisions made years earlier began to matter. Today the mall is still there…but it isn’t what it once was. Retirement can follow the same path. Without a clear income strategy - plans to maintain and protect your nest egg - and thoughtful legacy preparation, even a str

Serious Money Ohio
Mar 41 min read


Bloomberg Raises Concerns: What Does It Mean for the US Economy & Your Future?
Do the issues raised by Bloomberg raise risks for current retirees?

Serious Money Ohio
Mar 24 min read
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