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Investor Education & Protection: Starting The Critical Conversation about Retirement in Your Community

Did you know that: 17% of Ohioans reported that over the past year, their household spent more than their income* 27% of Ohioans reported having medical bills past due* Nearly 60% of Ohioans do not have an emergency fund to cover three months, which means that individuals who are not...

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Surviving Retirement: RMD’s

As students of our profession, financial counselors are readily exposed to the necessary steps that lead to a successful and fulfilling retirement. We learn and pass on our knowledge about the importance of a spending plan, managing credit and debt, insurance, estate planning, the list goes on. However, while we...

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Surviving Retirement: It’s About Diversification

As students in our profession, financial counselors are typically exposed to the necessary steps that lead to a successful and fulfilling retirement. We learn and pass on our knowledge about the importance of a spending plan, managing credit and debt, insurance, estate planning, the list goes on. However, while we...

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How Financial Counseling Professionals Can Help Millennials Save for Retirement

Saving for retirement has always been a challenge, but it's harder than ever for many Americans today. One in three people have no retirement savings at all, and more than half of all adults have saved $10,000 or less. When it comes to millennials, however, the news is more mixed. According...

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