by Jeannette Jones | Aug 18, 2021 | Effective Decision Making, Investment Management
I often hear colorful comments and complaints about getting older that I can’t share here, but I have found an upside to aging that I appreciate. If you surround yourself with people younger than you (vs. only your peers) and you really listen, you have an opportunity...
by Jeannette Jones | May 5, 2021 | Effective Decision Making, Personal Stories
My parents drive less than 10,000 miles a year, but over time they had accumulated five vehicles with a two-car garage and a packed driveway. Insurance to cover a sports car, truck, conversion van, convertible and a Honda Fit gets expensive when you’re in your late...
by Jeannette Jones | Feb 24, 2021 | Budgeting, Healthcare & Wellness
Most of us deal with health care costs only when forced. But health care coverage and medical expenses can make up a large piece of our financial picture at different times in our lives and preparing for them can make the difference between financial stress and...
by Chip Workman | Feb 10, 2021 | Effective Decision Making, Financial Planning, Personal Stories
Cincinnati, Ohio receives an average of 15 inches of snowfall per year, nearly half the national average. Typically, this comes anywhere from a dusting to an inch or two at a time. Our home has a manageable amount of driveway and sidewalks, why would I ever need a...
by Michael Raidt | Jan 13, 2021 | Effective Decision Making, Financial Planning
Happy New Year! 2020 was obviously tough on so many of us. Here’s to hoping you’re able to find some positive moments to reflect on over the last year, and that 2021 brings you health and happiness. Like so many people this time of year, I have decided to try my...
by Jeannette Jones | Nov 11, 2020 | Effective Decision Making, Financial Planning
Last Sunday morning, my husband and I took advantage of the unseasonably warm weather outside and went for a walk in our neighborhood. As we headed back home, a car pulled up beside us and rolled down the window. It was a client, stopping to say hello on her way to...
