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Helping to Better Serve Your Employees

Western & Southern Financial Group formed Institutional Markets in 2017 to lead the company’s efforts to find more ways to serve employers and other institutions with solutions such as pension risk transfer (PRT), bank-owned life insurance (BOLI), and Insurance Profillment Solutions (IPS) – a co-branded, multi-carrier, digital life insurance superstore serving banks and their clients. The team is also building solution suites that deliver retirement and group protection products to small businesses and mid-size companies.
Thu, Apr 25, 2019

Foster & Motley Prepares Clients for the Responsibilities of Estate Executor

True or False: You have to be an attorney or well-versed in financial and tax matters in order to serve as the executor of a loved one’s estate. True or False: The best place to keep a will or trust is in a safe deposit box at your bank. True or False: Your responsibilities as the executor of a loved one’s estate begin after he or she dies.
Tue, Jan 15, 2019

John D. Dovich & Associates Making Sure You Are Prepared for a New Year of Financial Wellness

While many Americans will rightfully focus their new year resolutions on physical wellness, we believe you should also focus on your financial wellness. This is especially true as we wrap up a year of significant volatility within the markets and some uncertainty heading into 2019. While focusing on your investment portfolio is critical, it’s also a great time to think through other areas of your financial lives.
Tue, Jan 08, 2019

Vice Chairman of U.S. Bank Discusses Anticipating the Financial Needs of an Increasingly Diverse Population

Gunjan Kedia is transforming the face of wealth management at U.S. Bank by working to make wealth management delightful for all, regardless of their current income level.
Tue, Jan 01, 2019

Compassion, Concerns for Clients and Community

For more than 50 years, Lang Financial Group consultants have helped thousands of companies and individuals determine the right mix of benefits to meet their needs and their budgets. But the firm’s compassion stretches beyond its clients to positively impact the greater good.
Wed, Dec 05, 2018

Growing the School-Business Connection

Partners Put Cincinnati's Future to Work
From the moment the first Cristo Rey high school opened in Chicago 22 years ago, there was an instantaneous relationship between the private college preparatory school and area businesses, a connection embodied in an innovative Corporate Work Study Program (CWSP). The school’s dual-focus education model caught on immediately, and today DePaul Cristo Rey High School in Cincinnati, sponsored by the Sisters of Charity, is one of 35 Catholic high schools in the Cristo Rey Network currently serving 11,500 students nationwide.
Thu, Nov 29, 2018

Navigating The Maze Called Open Enrollment

As we approach most employers’ benefits open enrollment season, we are mindful of the many decisions people have when it comes to employee benefits. FSAs, HDHPs, HSAs, life insurance, disability insurance, Roth 401(k)s...the list goes on and on. For some, it can be relatively straightforward. For others, it can be very overwhelming and results in many employees electing benefits they may not understand or even need. In this article, we will summarize some of the key benefits we discuss with our clients as they go through the open enrollment process.
Tue, Nov 13, 2018

The Good, The Bad, The Ugly of Trump's Economic Policies

After the outcome of the 2016 election caught most investors off guard, the stock market rallied and was eventually up 35 percent. All investors expect the market to fluctuate and, of course, the challenge is having the skill needed to be able to predict those ups and downs. Navigating the market with a businessman in the Oval Office instead of an experienced politician has added a new layer of complexity.
Tue, Oct 09, 2018

Potential Perks (and Pitfalls) Beyond Your Paycheck

4 Things You Must Consider When Changing Jobs
The days of staying at one job for your entire adult life are largely gone. According to the Bureau of Labor Statistics, the average worker stays at each of his or her jobs for around four and a half years, with young employees staying in their jobs about half that amount of time.
Thu, Sep 27, 2018

Tears & Investing

It Can Be A Good Thing?
I’ve been a financial advisor for almost 20 years. Helping people with their money and their life planning can lead to deep and intimate conversations about life. I love my clients, and I’ve learned a lot from their perspective.
Tue, Sep 25, 2018

Education, Independent Advice, User-Friendly Technology

Keys to Navigating Group Health Benefit Options
Lang Financial Group recognizes the integral role technology plays in helping individuals and companies find the right mix of health insurance benefits to meet their needs and budgets.
Tue, Sep 18, 2018

Twice the Power When Financial Planning & Wealth Management Combine Forces

When David Foster, CPA, CFP®, and W. Mark Motley, MBA, CFA®, founded Foster & Motley, Inc., in Cincinnati in 1997, they offered their clients cutting-edge, fee-only financial planning and wealth management all under one roof. No one realized at the time, however, just how powerful the “&” unifying not only their names, but also their financial services, would become.
Tue, Sep 04, 2018

Conversations on Leadership, Business and Ethics

Finding the Humility to Listen at Home and at Work
Cory Carlson believes executive coaching can’t be confined to the workplace. It has to be holistic, taking into account that what applies at work applies at home as well.
Fri, Jul 06, 2018

Should You Stay or Should You Go?

Pros and Cons of IRA Rollovers
If you’re changing jobs or getting ready to retire, you may be considering an IRA rollover – which means transferring funds from a qualified retirement plan, like a 401(k) or 403(b) account, to an IRA. But before you move your stash, be sure to do your homework.
Tue, Jun 26, 2018

To The Top of Mount Everest and Back

“As a kid, I had a Helen Keller poster on my wall that read ‘You can accomplish anything you put your mind to,’” remembers Matt Brennan. “Mt. Everest is the ultimate test to that saying. It represents the pinnacle of achieving what is possible.” This spring, Brennan is on his way to become the first Cincinnatian to climb Earth’s highest mountain.
Tue, May 22, 2018

Forging Strategic Partnerships to Protect Clients

Investors rejoiced when the current bull market reached its eighth straight year of rising United States stock prices. However, as with anything as volatile as the stock market, it also leaves investors on edge as they wait for the next downturn or recession.
Tue, Mar 27, 2018

Three Simple Strategies to Reduce Tax-Time Stress

As many of us know too well, there is no way to escape filing your taxes. It can be a stressful time.
Tue, Mar 13, 2018