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The Retirement Specialists of Central Ohio      (& East TN)

1000 North 21st Street (front entrance) Suite A1
Newark, OH 43055

Phone:

740-345-0055 or 865-977-4458

Fax:

865-381-1962

E-mail:

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Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Atten: Pension Offer Recipients, Got Questions? Request free report

OPERS, STRS, Municipal employees as well as Postal Workers, Federal Employees,CSRS, FERS and Thrift Savings plan members, and AEP Retiree's.

 

 

Retirement Reports:

  1. 11 Mistakes People Retiring Make
  2. What I need to know to maximize my pension.
  3. Investor Repair Kit
  4. Request an invite to our next event "9 Retirement Time Bombs to Avoid."
  5. Forgotten Veterans Benefits for Health Care Costs
  6. Beneficiary Checklist
  7. Retirement Income: How much can I withdraw for income?


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most important, we hope you see the value of working your plan to reach your personal milestones in life.

"Cessation of work is not accompanied by cessation of expenses".
Cato

 

Our site is set up to educate you about the basic concepts of financial management; to help you learn more about who we are. Ask us about our "Retirement Ready Report"

How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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QLACs: Your Retirement Accounts Can Act Like Pensions

Shows how qualified longevity annuity contracts create lifetime income.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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