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 […]

Learn More

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 […]

Learn More

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 […]

Learn More

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 […]

Learn More

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 […]

Learn More

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 […]

Learn More

Balancing 401(k) and HSA Contributions

By Mark Fissel
Posted on September 23rd, 2019

If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage […]

Learn More

Five Times in Your Life When You Might Need Help with Your Finances

By Mark Fissel
Posted on September 23rd, 2019

As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering […]

Learn More

Earnings Season: What Investors Can Take Away from Corporate Reports

By Mark Fissel
Posted on September 23rd, 2019

Publicly traded companies are required to report their financial performance to regulators and shareholders on a quarterly basis. Earnings season is the often-turbulent period when […]

Learn More

Market Strategies: Three Ways to Play Defense in Your Stock Portfolio

By Mark Fissel
Posted on September 4th, 2019

Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are […]

Learn More