Serious Money OhioAug 24, 20232 minKeep 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"....
Serious Money OhioSep 13, 20222 minESG Index comes to a Fixed Indexed Annuity!Fixed Indexed Annuities guarantee that you cannot lose money due to market performance. That quality makes them an option for your...
Serious Money OhioAug 31, 20223 minYou’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...