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Center for Wealth Management - Cincinnati, OH - 45245 - Wealth Manager - Estate Planning - Retirement - College Funds - Financial Planner - Portfolio Analysis - Annuities - Investments

No One Strategy Fits Everyone Our Team Approach Understanding Your Goals An Approach Designed For You

Planning for your family

We can help take some of the mystery out of preparing for your financial future.

Retirement Income Strategies

Assisting you to live off your hard earned savings.

Investment Strategies

Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.

Products & Services

Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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