Helping Clients Create, Manage, and Distribute Wealth Since 1984

CONNECT

Address:

219 N Defiance St
P O Box 300
Archbold, OH 43502

Phone:

,419-445-5000

Fax/Other:

419-445-6000

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

March

February

January

December

November

October

  • Birthday Opportunities

    Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

  • New Life for Your Old Insurance Policy

    Consider options that could be more beneficial than surrendering a life insurance policy or letting it lapse.

  • The State of State Pensions

    A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

  • Bracing for Higher Rates

    Bond laddering is a time-tested strategy that can help manage interest rate risk.

  • Insuring a Home-Based Business

    Operate a business out of your residence? Consider an in-home business insurance policy as homeowners insurance coverage may not be sufficient.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck