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Serious Money Ohio
Aug 3, 20232 min read
Are you terrible at financial math? It is costing you money.
Some people like numbers, calculating and figuring. Their brains are wired to look at choices that involve numbers well. These folks...
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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 1, 20211 min read
Just say "no"
Tomorrow is election day across Ohio. Government again wants more of your money. Let's increase your real estate taxes. Let's increase...
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Serious Money Ohio
Oct 26, 20211 min read
A trillion seconds is exactly how long? No way!!
A US Senator commented yesterday that a trillion dollars is a lot of money. He went on to say it's so much money that when put in the...
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Serious Money Ohio
Sep 29, 20211 min read
Can you look at this statement and tell me what the heck this is?
The statement is for an annuity. The question came from someone who called into our office. Think about what they were asking. Someone...
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Serious Money Ohio
Sep 20, 20211 min read
Winter is coming.....
But not until we get to enjoy a (hopefully) wonderful Fall. Tomorrow sometime we will move from Summer to Fall and mark a day with...
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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 24, 20211 min read
Bitcoin at $50,000
For having almost 40-years in financial services, it humbles me to admit I have no idea what cryptocurrencies are really about. Bits on a...
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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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Serious Money Ohio
Jan 4, 20211 min read
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...
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Serious Money Ohio
Nov 30, 20201 min read
Should there be a minimum interest rate, like a minimum wage?
With a new President comes new ideas. Whole bunch of ideas being thrown around within the new administration. Ideas like increasing the...
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Serious Money Ohio
Nov 2, 20202 min read
No risk to my principal, and it can grow how fast?
This is the 25th anniversary of the introduction of a safe money retirement option, the Index Annuity. Here we will look at the...
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