Developing A Will: The Basics
Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss the...
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Benchmarks For Investing
Download our short podcast where Nate discuss benchmarks you may want to consider using to measure the performance of...
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Balloon Fest, Tax-Free Income, Avoiding Probate
In this newsletter, Nate highlights a recent podcast where he shared three strategies for tax-free income. We also...
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5 Reasons To Call Your Insurance Agent
Insurance can be complicated to navigate – that’s why you have an agent! As your life changes, your needs change, and...
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3 Methods For Managing Debt
Proper debt management ensures that you can meet your financial obligations without compromising your ability to save...
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A Tax-Free Option and 5.45% For 5 years
This newsletter takes a look at the Phillip Morris stock, as well as discusses the benefits of considering Treasury...
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3 Sources of Tax-Free Income
Having tax-free income options during retirement is top of mind for many investors. In this podcast, Nate discusses...
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Top 5 Boating Safety Tips
As the summer kicks off, so does boating season! If you're a boat owner or have plans to spend time on a boat this...
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Economic Indicators: What & Why
In this blog, we are breaking down the key economic indicators and explaining how they provide insight into the economy...
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Are You An Impulse Shopper?
Impulse shopping is something we've all fallen victim to at one time or another. Your spending habits are a key piece of...
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How to Maximize the Life of a High Mileage Car
With used car prices on the rise, it's important to understand the pros and cons of driving and/or purchasing a high...
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Strategies For Home Buyers
Spring, Summer, Winter, Fall - when is the best time to buy a house in Ohio? There are pros and cons but we're breaking...
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