by Jeannette Jones | Sep 22, 2021 | Financial Planning, Personal Stories
About six weeks after we returned from India for the wedding of our son and his wife in early February 2020, Ohio shut down businesses and schools to slow the spread of Covid, and our planned wedding reception for all our friends and family in the U.S. had to be...
by Michael Raidt | Jun 2, 2021 | Advisors, Financial Planning
If you live in the Midwest or parts of the South and East coast, you’d have to quite literally be living underground not to have seen, heard or read about the cicada brood X. The insects emerge from underground every 17 years to feed and mate over the final 6 weeks...
by Sarah Tenhundfeld | May 19, 2021 | Advisors, Financial Planning
There’s no magic age, salary level, or amount of savings you need to have before seeking out help from a professional advisor although there are several things to consider before starting your search for one. Chances are if you’re reading this blog, you’re already a...
by Michael Raidt | Apr 28, 2021 | Financial Planning, Personal Stories
I’ve been very lucky to make great friends throughout my life. College teammates, professional colleagues, and neighbors to name a few. This past weekend I went on a golf trip with five of my best friends dating back to grade school and high school. We’ve been...
by Michael Raidt | Feb 17, 2021 | Financial Planning
Have you ever tried to bake a cake without a list of ingredients? Would be pretty difficult to end up with something edible right? Whether you’re baking, building or putting together a financial plan, it’s important to have a clear understanding of what your inputs...
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...
