By: Chris Orestis
CSA, president of Retirement Genius
www.retirementgenius.com
Adult children who spent time over the holidays with their aging parents may in some cases have returned...
Saving precious dollars does not need to be painful
Today’s cost of living for households headed by someone 65 or older is $45,756 per year, according to the Bureau of Labor Statistics’ latest...
DIRECTIONS FINANCIAL SERVICES
200 N. St. Clair Street,
Toledo, Ohio 43604
419-720-4729, directionscu.org
Matt Williams and Doug Shaffer
When is the best time to retire?
When it comes to retirement, there is no magic age. Everyone’s situation is...
By Sean Nestor
Millennials today use technology to manage their money. What would it take for other generations to follow suit?
Digital Wallets
With a growing number of purchases being made online, it can become...
My neighbor just got her first vaccine; it took her three days of telephoning to get an appointment. A friend of mine has spent recent days arranging vaccine appointments for her elderly...
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...
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...
By: Chris Orestis
CSA, president of Retirement Genius
www.retirementgenius.com
Adult children who spent time over the holidays with their aging parents may in some cases have returned...
