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1991 Crocker Road
Suite 100
Westlake, OH 44145

Call Us: 440-925-3040

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Tuesday, November 28, 2023

 

Tuesday, August 1, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

 

Thursday, June 22, 2023

Annually, 15 million people in the US experience identity theft.As we all know, identity theft is a serious financial issue. Many of the steps you take with identity theft are similar to having your wallet stolen, but generally,...

 

Thursday, June 15, 2023

Lately, the effects of inflation are everywhere. Almost everything we buy is getting more expensive, and while current prices won’t last forever, they can have a lasting impact on our budgets and our longer-term financial goals...

 

Thursday, May 11, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

 

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Friday, April 28, 2023

Fun fact: You probably have dozens of credit scores out there, and each one might be a different number.You’re probably familiar with a credit score, why it’s essential, and what it’s used for, but do you know how...

 

Wednesday, April 12, 2023

As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...

 

Tuesday, April 4, 2023

Most people are used to having a percentage of their paycheck withheld for Social Security. The withholding rate in 2022 stands at 6.2% for individuals and another 6.2% for their employers, for a total of 12.4% per person.1 But...

 

Thursday, June 14, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...