Learn how to create a sustainable retirement income plan using an endowment-style approach and dynamic spending strategy from Chris Ward, CFP®, serving Cincinnati and Northern Kentucky.
Rising energy prices can affect inflation, investment returns, and retirement income. See how energy exposure may fit into a diversified retirement portfolio.
Learn how inflation can affect retirement income and purchasing power, and what investors approaching retirement can do to build a long-term retirement strategy.
August market update covering stocks, bonds, inflation, interest rates, oil prices, and corporate earnings—and what these trends mean for long-term investors.
Learn how Medicare planning impacts taxes, IRMAA, retirement income, and long-term financial strategy for Cincinnati retirees.
Explore key planning considerations for high-income retirees in Cincinnati, including retirement planning, tax strategies, investing, and Medicare.
Explore essential year-end tax planning strategies to help reduce taxes, optimize your portfolio, and capitalize on time-sensitive opportunities before December 31.
Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
WHAT THE FED’S RATE CUT MEANS FOR EVERYDAY INVESTORS There’s a well-known investment rule called “don’t fight the Fed” that started in the 1970s. This rule means that the Federal Reserve’s decisions about interest rates can greatly affect the stock market and economy. So investors should pay attention to what the Fed does. But it’s…