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...
by Sarah Tenhundfeld | Oct 21, 2020 | Financial Education, Healthcare & Wellness
If you have a High Deductible Health Plan you have probably heard of a Health Savings Account (HSA) and may even have one. HSAs came into existence at the end of 2003 when the Medicare Prescription Drug, Improvement, and Modernization Act was put into law. Even though...
by Jeannette Jones | Oct 7, 2020 | Behavioral Investing, Investing & Markets
Politics are an emotional mine field these days. Both Democrats and Republicans seem certain that a loss for their presidential candidate will spell catastrophe for the financial markets based on differing opinions on tax policies, economic stimulus plans, and other...
