Many early retirees find they must utilize Affordable Care Act (ACA or Obamacare) policies to bridge the gap from employer-provided health insurance to Medicare at age 65. ACA policies are expensive but even affluent families may be able to obtain … Continue reading
Have you acquired stock over time and seen it significantly rise in value over time? Perhaps you simply bought and held, were gifted shares, or accumulated company stock through grants or options. Now you have a more concentrated portfolio. What should you do? Let it ride? Or should you sell, pay taxes, and reinvest? Continue reading
Anticipated tax proposals have finally been released in legislative form on September 13, 2021. As of early October, these proposals have yet to be finalized in Congress as the sausage is being made. Thankfully the changes are not as bad as many had feared, but there are many changes that may impact your financial and tax planning. Continue reading
As your Annual Notice of Change arrives in your mailbox, you may have questions about those changes. Or perhaps you aren’t sure if the Medicare plan that you have is still meeting your needs. Your prescription drugs may have changed, and your Drug Plan may not be as suitable as it once was. These items and other questions can be addressed during the complimentary review. Continue reading
You may have heard the term “ESG Investing” in the news, from a friend, or through your church. What exactly is ESG investing, and might it be right for you? ESG ESG is an evaluation of a company’s conscientiousness for different factors that are … Continue reading
event name
Retirement Planning Now
event date
Tuesday October 8 & 15
event session
6:30PM to 9PM
where
Youngstown State University Kilcawley Center
address
1 University Plaza, Youngstown, Ohio 44555
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Thursday October 3 & 10
event session
6:30PM to 9PM
where
Youngstown State University Kilcawley Center
address
1 University Plaza, Youngstown, Ohio 44555
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Rules Gone Awry
event date
July 17th
event session
6:30PM to 8PM
where
Akron Double Tree Hotel
address
3150 W Market St, Akron,
OH 44333
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Retirement Rules Gone Awry
event date
August 20th
event session
6:30PM to 8PM
where
Brecksville Community Center
address
1 Community Dr, Brecksville,
OH 44141
tuition
COMPLIMENTARY
instructor
Marissa Beyer
event name
Women & Retirement Wealth
event date
August 21st
event session
6:30PM to 8PM
where
Hudson Library
address
96 Library St, Hudson,
OH 44236
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Women & Retirement Wealth
event date
July 16th
event session
6:30PM to 8PM
where
Brecksville Community Center
address
1 Community Dr, Brecksville,
OH 44141
tuition
COMPLIMENTARY
instructor
Marissa Beyer
event name
Retirement Rules Gone Awry
event date
July 16th
event session
6:30PM to 8PM
where
Hudson Library
address
96 Library St, Hudson,
OH 44236
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Women & Retirement Wealth
event date
August 20th
event session
6:30PM to 8PM
where
Akron Double Tree Hotel
address
3150 W Market St, Akron,
OH 44333
tuition
COMPLIMENTARY
instructor
Tyler Emrick
event name
Retirement Rules Gone Awry
event date
August 21th
event session
7:30PM to 8PM
where
Breckville Community Center
address
1 Community Dr, Brecksville,
OH 44141
tuition
COMPLIMENTARY
instructor
Marissa Beyer
event name
Retirement Planning Now
event date
Thursday Sept 12 & 19
event session
6:30PM to 9PM
where
Walsh University Barrette Business Center
address
2020 East Maple Street, North Canton, Ohio 44720
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Saturday Sept 21 & 28
event session
9:30AM to 12PM
where
Walsh University Barrette Business Center
address
2020 East Maple Street, North Canton, Ohio 44720
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Tuesday Sept 17 & 24
event session
6:30PM to 9PM
where
University of Akron Student Union
address
303 Carroll Street, Akron, Ohio 44325
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
event name
Retirement Planning Now
event date
Wednesday Sept 25 & Oct 2
event session
6:30PM to 9PM
where
University of Akron Student Union
address
303 Carroll Street, Akron, Ohio 44325
tuition
$49 Invoice To Be Emailed
instructor
Tyler Emrick
