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Serious Money Ohio
Mar 13 min read
The thrills are real and yet there is no fear.
Stock markets are at all-time highs in the US. The Dow Jones Industrial Average trails the other major indexes, up only 18% in the past...
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Serious Money Ohio
Aug 24, 20232 min read
Keep your broker; I'll do your Retirement Income Planning as a stand-alone service.
I understand that you can't leave your current broker or financial advisor easily. They do have all your money, and it is "allocated"....
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Serious Money Ohio
Dec 6, 20221 min read
When it absolutely, positively has to........
Do you remember the rest of this 1990's marketing slogan and what company made it famous? Of course, you do! This concise slogan ended in...
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Serious Money Ohio
Dec 1, 20222 min read
The chicken or the egg? It matters to your retirement!
I'm not sure which came first when it comes to scrambled eggs and chicken sandwiches. But I know what HAS TO COME FIRST when you are...
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Serious Money Ohio
Oct 21, 20221 min read
Trick or Treat - are you a gambler or a "for sure"?
A syndicated columnist each year writes about how he allows young trick-or-treaters to choose from two treats. One treat is a small piece...
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Serious Money Ohio
Aug 31, 20223 min read
You’ve lost more of your Nest Egg than you think.
Right now, may be one of the roughest times that retirees will have to deal with for a long time. The effects of inflation and market...
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Serious Money Ohio
Mar 1, 20222 min read
What is asset-location planning and is it important?
Imagine you have a Roth IRA, a 401(k) at work and a brokerage account. A fairly typical situation these days. You are 65-years old and...
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Serious Money Ohio
Feb 22, 20222 min read
6% Inflation May Be Here to Stay - Prepare & Protect
Beef Amazon Prime Gasoline Haircut Electricity Let me start the list of pain in the wallet. You go next. Who is asking you for more money...
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Serious Money Ohio
Nov 9, 20211 min read
Dear Uncle Sam, can we talk? Us retirees can't go backwards forever.
Inflation runs faster than Social Security increases can keep up.
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Serious Money Ohio
Sep 8, 20211 min read
A fresh set of eyes. A fresh set of ears. Your retirement deserves both of them NOW.
Think this question over- Does your financial advisor really listen to what you say and does he still today have new ideas to improve...
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Serious Money Ohio
Aug 11, 20211 min read
When inflation makes retirement difficult
A little over two years ago we filled up my wife's SUV and paid 69-cents a gallon. Almost 20-gallons for a little over $13. Well, ok, we...
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