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Tag Archives: retirement

What is a Certified Financial Planner?

June 21, 2024 | By Nichole Coyle

Managing your personal finances can be stressful. Are you saving enough for retirement? Will you have enough set aside to help your kids with college expenses? Are you dealing with any debt? Are you confident about your current savings and investment decisions? There are subtleties, legalities, best practices, and changing rules that influence all of… (read more)

Posted In: Guest Blog, Tips For Managing Finances

Retirement Planning: Roth IRA Conversion

September 22, 2023 | By Nichole Coyle

The Roth IRA Conversion Conversation When it comes to retirement planning, you may have heard of a Roth IRA. Roth IRAs are an after-tax account designed for retirement savings. This means that no tax deduction is given for contributions to a Roth IRA. Instead, when funds are withdrawn after age 59 1/2, there are no… (read more)

Posted In: Guest Blog, Saving

ABA/Routing #: 241075726

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4664 East 71st Street
Cuyahoga Hts, OH 44125
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