Insights
Income, Social Security, Medicare, and preparing for life after work.
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5 min read
Learn how to create a sustainable retirement income plan using an endowment-style approach and dynamic spending strategy from Chris Ward, CFP®, serving Cincinnati and Northern Kentucky.
4 min read
Rising energy prices can affect inflation, investment returns, and retirement income. See how energy exposure may fit into a diversified retirement portfolio.
4 min read
Learn how inflation can affect retirement income and purchasing power, and what investors approaching retirement can do to build a long-term retirement strategy.
4 min read
Learn how Medicare planning impacts taxes, IRMAA, retirement income, and long-term financial strategy for Cincinnati retirees.
4 min read
Explore key planning considerations for high-income retirees in Cincinnati, including retirement planning, tax strategies, investing, and Medicare.
3 min read
Explore essential year-end tax planning strategies to help reduce taxes, optimize your portfolio, and capitalize on time-sensitive opportunities before December 31.
6 min read
Donor-advised funds, appreciated-asset gifts, and qualified charitable distributions can make your year-end giving more tax-efficient and more meaningful.
3 min read
Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
6 min read
There's a well-known investment rule called "don't fight the Fed" that started in the 1970s. This rule means that the Federal Reserve's decisions about interest rates…
4 min read
Sometimes it’s hard to quantify the work that I do for clients—measuring outcomes from financial planning can be a tricky thing. Sure, I can track income tax savings or…
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