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Valuable information and tools, just for you.


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How to set up Access Thumbnail

How to Set Up Online Access

Putting market volatility to work for you Thumbnail

Putting market volatility to work for you

2024 Tax Chart Thumbnail

2024 Tax Chart

Trusted Advisor in Turbulent Times Thumbnail

Trusted Advisor in Turbulent Times


Financial Planning & Retirement


4 Retirement Risks Thumbnail

4 Retirement Risks

2024 Tax Chart Thumbnail

2024 Tax Chart

What to Expect Thumbnail

What to Expect

Junk Drawer: Organizing your financial life

Junk Drawer:
Organizing your financial life

Sane Strategies Video Series

Sane Strategies Video Series

Getting from Here to There

Getting from Here to There

365 Saturdays: How retirement feels different

365 Saturdays:
How retirement feels different

Transformation vs. Transaction: Planning should be a process

Transformation vs. Transaction: Planning should be a process

Financial EKG

Financial EKG

The Value of an Advisor


Markets & Investing


Handling Market Volatility

Handling Market Volatility

Biases

Biases

Tax Diversification

Tax Diversification

4 Phases of Emotional Investing

4 Phases of Emotional Investing

Tax Loss Harvesting

Tax Loss Harvesting


Insurance & Risk Management


Life Insurance

Life Insurance

Noel’s Story

Noel’s Story

Protecting Human Capital

Protecting Human Capital
(The Money Machine)

How much life insurance?

How much life insurance?


Life & Your Money


The Dress Rehearsal

The Dress Rehearsal

Sane Strategies Video Series

Sane Strategies Video Series

Holistic Balance Sheet

Holistic Balance Sheet

How Do I Budget?

How Do I Budget?

365 Saturdays: How retirement feels different

365 Saturdays:
How retirement feels different

Transformation vs. Transaction: Planning should be a process

Transformation vs. Transaction: Planning should be a process

College vs. Retirement

College vs. Retirement:
Which should I fund first?

Mt. Everest

Mt. Everest


Physicians


The Physician’s Balance Sheet

The Physician’s Balance Sheet

Physicians Conundrum

Physicians Conundrum

Planning for Physicians

Planning for Physicians

Planning for Dentists

Planning for Dentists

Financial EKG

Financial EKG


Executives


Executive

Executive


College, Money & Kids


College vs. Retirement

College vs. Retirement:
Which should I fund first?

Kid Friendly Financial Literacy

Kid Friendly
Financial Literacy


Estate & Charitable


The Dress Rehearsal

The Dress Rehearsal

Wills

Wills

Noel’s Story

Noel’s Story


Events & News


Succession Planning

Succession Planning

Meet Bill Lyon

Meet Bill Lyon

Meet Bob Nienaber

Meet Bob Nienaber

Meet Stacey Nienaber

Meet Stacey Nienaber

Meet Josh Polkow

Meet Josh Polkow

Meet Andi Giordullo

Meet Andi Giordullo

Meet Joy Lawrence

Meet Joy Lawrence

Why We Got Into Video

Why We Got Into Video

4357 Ferguson Drive, Suite 240
Cincinnati, OH 45245
Phone: (513) 753-9966

Toll Free: (800) 875-5966
Fax: (513) 753-1790

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