November 2019 Monthly Recap

By Mark Fissel
Posted on November 1st, 2019

Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your […]

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Roth 5 Year Waiting Period Rules

By Anne Zavaglia
Posted on October 29th, 2019

There are some unclear and misunderstood rules that exist for ROTH IRA distributions. Qualified Distributions, which are both tax and penalty free, are distributions that […]

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What are Continuing Care Retirement Communities?

By Mark Fissel
Posted on October 29th, 2019

Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs offer residents […]

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Tips for Managing Your Holiday Spending

By Mark Fissel
Posted on October 29th, 2019

Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some […]

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Ten Year-End Tax Tips for 2019

By Mark Fissel
Posted on October 29th, 2019

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to […]

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Three Regrets of Retirees

By Mark Fissel
Posted on October 29th, 2019

A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their […]

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September 2019 Monthly Recap

By Mark Fissel
Posted on October 9th, 2019

Leverage Your 401 (k) to Build Roth Earnings By Anne Zavaglia Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way […]

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August 2019 Monthly Recap

By Mark Fissel
Posted on October 8th, 2019

  Protect Yourself from Fraud By Hayley Gillum Phone scams and cyber fraud are a serious threat in today’s world. It is important to us […]

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October 2019 Monthly Recap

By Mark Fissel
Posted on October 8th, 2019

Mark for Bellefontaine School Board Mark is excited to announce that he is running for a position on the Bellefontaine City School Board! As a […]

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How Much Will Health Care Cost?

By Mark Fissel
Posted on September 23rd, 2019

Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These are the estimated savings required […]

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