Guarding Against Senior Scams

There have never been more avenues for financial con artists to swindle people out of money. Phone scams, visits at home and the ever-growing threat of online phishing have boomers on high alert.   It can be embarrassing for older citizens to come forward after being victimized by a scam. The FBI’s Internet Crime Complaint

All the Reasons Why This Probate Ploy Isn’t a Good Idea

If you decide to transfer any of your assets (ie. real estate, accounts, personal property) to one of your children during your lifetime,  after you die, if that child dies before he/she follows your wishes to divide the asset between your children, the asset transferred to the now-deceased child will be transferred to the deceased

Outdoor activities to enjoy in Toledo

It’s crucial for all of us to be mindful of safety as the world slowly begins to reopen, but we also ache to get out of the house. Luckily, the Toledo area offers a variety of enjoyable outdoor activities so you can combat cabin fever and COVID-19 at the same time. BIRD WATCHING Though the

Ask the Financial Expert Retirement Q+A

What got you excited about financial services? Contrary to what most people think, I’ve never considered financial services to be about money. Our primary job is to allow our clients to forget about money and instead do the things they love on a daily basis. It’s the freedom from money that people desire, and I