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In December 2019, the federal government approved significant legislation known as the Setting Every Community Up for Retirement Enhancement Act. The SECURE Act sought to make saving for retirement easier and more widely available, which is essential when many Americans are insufficiently pr…

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As parents contemplate which essential conversations to have with their children, a discussion around savings and investments should be at, or near, the top of the list. It is important for children to have a basic understanding about how the markets work, as well as an appreciation for the …

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Many individuals aim to maximize their retirement savings, yet oftentimes find themselves in a position whereby they have exhausted all of their “advantaged” retirement savings capabilities. For some, that simply means contributing as much as they can to a 401(k) or 403(b). Others might also…

In financial planning, we are projecting forward a range of plausible future outcomes and then trying to improve upon them. This involves goal setting, fact gathering, and plenty of Monte Carlo simulations. Here are some of the milestones we look for along the way.

In a year that has seen huge stock market swings, economic forecasts whiplashed by up-and-down trade war news, and threats of recession spurred by inverted bond yield curves, Beshear Financial and Northwestern Mutual recently stepped up to keep their clients informed and assured. 

There is a lot of talk in the news about retiring early, and there is even a whole movement focused on retiring early called FIRE (Financial Independence Retire Early).  Before I get into why I think retirement needs to be re-thought, it is worth looking at the history of retirement and how …

As a partner in the Employee Benefits & Executive Compensation practice group at Thompson Hine LLP, David Whaley assists private and public companies and nonprofit organizations with all areas of employee benefits, including design, implementation and compliance in connection with tax qu…

With the dawn of the new year, many people make resolutions to lose weight and start exercising. But before long, they are back at the drive-thru window or on the couch. What goes wrong? Without a detailed plan – such as daily calorie counts and a workout schedule – these resolutions are useless.

John Dovich, president of John D. Dovich & Associates and Shawn Fishbaugh, chief investment officer of John D. Dovich & Associates sat down with LEAD Cincinnati in 2014 to discuss strategy for planning your financial investments and assessing your financial advisor. 

The American economy has gone through a number of crashes and crises over the last 25 years, but Bahl & Gaynor Investment Counsel has weathered the storms by empowering clients to live life on their own terms.

Most Americans who are serious about entering the market choose an investment firm to help guide them and manage their portfolio. However, selecting the best person to manage the finances of not just yourself, but your family is a precarious situation. The best solution is to get to know an …

Can you envision your future? Maybe in the short term, but when it comes to creating a picture of your life 20 or 30 years from now, the task becomes more challenging. That’s why a majority of people fail to achieve their long-term financial goals.

Every month, Northwestern Mutual Wealth Management Advisor Ben Beshear sits down with us at LEAD Cincinnati to discuss a different aspect of personal finance, from planning for your retirement to safeguarding your investments. 

Advisors at John D. Dovich & Associates, LLC are urging business owners and professionals to consider breaking away from their single-component retirement plans in hopes of better preparing them for the future.

 “How long do you have to work before you can retire? How much money do you need to retire?” Doug Loftus, founder and principal at Wealth Dimensions, often asks his clients questions like these.