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A Bucket List: The Key to Your Financial Plan?

The bucket list – it’s common vernacular with the sole focus of helping you determine, prioritize and perform each undone task or unseen vista with a simple series of checkmarks.
Tue, Sep 08, 2015

Helping a Community and Your Portfolio

Most Americans who are serious about entering the market choose an investment firm to help guide them and manage their portfolio. The best solution is to get to know an investing firm on a more personal level, instilling a sense of trust and closeness with the person handling your family’s finances.
Mon, Aug 17, 2015

5 Reasons Why Keeping your Life Insurance Can Help in Your Retirement Years

A sound retirement plan requires a diverse financial plan to ensure you achieve your goals and attain financial security. Understanding the advantages of using life insurance in a plan can add one more option for ensuring that path to financial security.
Mon, Aug 10, 2015

Making Connections: A Reality Check for Your Future

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...
Mon, Jun 15, 2015

Finance 101: What You Need to Know About the Basics

Northwestern Mutual Head Honcho (that's not really his title) Ben Beshear sat down with us to talk about what everyone needs to know about the complicated world of finance. It's worth a read.
Thu, May 28, 2015

Planning for Care in the Long Term

As the population ages, planning for long-term care is becoming increasingly important. “Seventy percent of people over 65 will require long-term care, and half of all nursing home stays last over 2 1⁄2 years. So costs can add up,” says Dean Johns, a principal at John D. Dovich and Associates.
Fri, May 01, 2015

Talking to Your Kids about Money

Northwestern Mutual Wealth Management Advisor Ben Beshear sat down with us at LEAD Cincinnati to discuss how it's never too early to begin talking to your children about money.
Fri, Apr 17, 2015

50 Years of Growth at Johnson Investment Counsel

For half a century, clients have turned to Tim Johnson and the firm he founded for honest, objective, long-term focused counsel.
Tue, Apr 14, 2015

Retirement Distributions: A Menu of Choices

When it comes to choosing a retirement account and the appropriate distribution type for your lifestyle, there are innumerable details to remember. Don't worry, our friendly financial folks over at John Dovich & Associates have you covered.
Thu, Mar 19, 2015

Building a Secure Path to Retirement: What Steps Should You Take Along the Way?

Achieving your retirement goals is a lifetime process — one that requires you to first build assets and manage retirement risks for the future, and then to turn those assets into a stream of income in retirement that will last as long as you need it to.
Tue, Mar 10, 2015

Living a Financially Sustainable Lifestyle

Are you living a financially secure life that can sustain your family into retirement? Do you even know what that kind of life looks like? Just in case you don't, we sat down with Wealth Dimensions Group to find out for you.
Thu, Mar 05, 2015

When the Rules Change

Are you getting the most out of your retirement plan? How would you know if you weren't? With so many changes in tax policy and asset values in the last five years, perhaps it could be time for a fresh perspective.
Wed, Feb 18, 2015

The Importance of Learning and Adaptation

What does it take to be an accountant? More than you would think. According to Don Fritz, CPA and shareholder with VonLehman, accountants must understand technology, international finance and global politics to be able to serve their clients.
Wed, Feb 11, 2015

Putting Quality and Quantity Together

Probing questions during the client interview process, about both qualitative and quantitative data, help Wealth Dimensions advisors deepen their understanding of your needs.
Wed, Feb 04, 2015