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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
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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
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Are you out of proportion?
Last year was a good one for the "stock market". The major stock indexes all had double digit gains. Of course there were some stocks...

Serious Money Ohio
Jan 4, 20211 min read
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Use the strongest buckets in your Income Bucket Strategy
You may have heard of "Income Buckets" before. This proven strategy to generate retirement income often uses three buckets of money- each...

Serious Money Ohio
Nov 16, 20201 min read
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How to expertly evaluate any annuity.
Do you include an annuity or two as a part of your retirement savings? Annuities are a common part of many retirement accounts because...

Serious Money Ohio
Nov 6, 20202 min read
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