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We help individuals and families pursue their ideal retirements.

Cat vs. Dog: Can you put a Price on Man’s Best Friend? Well…we did.

The long debate of whether a cat or dog is the ideal pet continues as it has for centuries but has anyone ever considered the financial impact of one versus the other? We can summarize some of the qualitative measures we know, for example: Cats Dogs Pros Pros ·       Self-sufficient ·       Cleanly ·       Potty-trained ·      …
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5 Areas Your Financial Adviser Should Offer Help

Financial advisers’ role in the lives of those they try to help has evolved and unfortunately the role hasn’t always been seen in a positive light. Many of us in the industry work tirelessly to ensure that the profession continues to have credibility, integrity, and transparency. All of the varying titles or companies can thoroughly…
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Adventures in Columbus for $5 or Less

As Columbus continues to grow and expand, there is certainly no shortage of things to do around the city. While finding an activity isn’t so difficult, finding one that doesn’t destroy your wallet is slightly more difficult. Thankfully, there are plenty of activities that you can do for $5 or less in Columbus whether it…
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Will You Retire? The Case for Vision Planning, not Retirement Planning

Will You Retire? The Case for Vision Planning, not Retirement Planning The concept of retirement has drastically changed over the last century and continues to evolve with every generation. Social Security’s intention wasn’t to support an entire nation when it was created and company pensions existed strictly to entice physical laborers to work until they…
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5 Actions that are “Next Level” Adulting

Becoming an adult can be intimidating, overwhelming, and downright confusing but the fact of the matter is, you have to do it in order to be an upstanding citizen in this world. It’s hard to understand exactly what steps to take to get your financial life in check so I’ve put together five simple actions…
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What’s the Deal with Annuities?

One of the most frustrating controversies in the financial services industry relates to annuities. I hear it from both sides: “annuities are terrible and expensive” or “this is the best product for even young investors.” My hope is to debunk the confusion around the concept of an annuity and provide clarity about the product itself,…
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Where to go for Happy Hour: Short North Edition

As I began to brainstorm ideas of what to write about, I couldn’t help but feel drawn to almost everyone’s favorite pastime: happy hour. Whether you’re in grad school with desperate needs to blow off steam or a father of two little ones, most can agree that enjoying a libation at a discounted price tops…
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