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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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 […]

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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 […]

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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 […]

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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 […]

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Leverage Your 401(k) to Build Roth Earnings

By Anne Zavaglia
Posted on September 3rd, 2019

Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way to contribute to a Roth when they are not eligible to […]

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Should parents “go for broke” on youth sports?

By Mark Fissel
Posted on August 29th, 2019

Many parents encourage their kids to play organized sports because they believe the experience will be good for their physical and mental well-being. Athletic participation […]

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What should I know about investing in collectibles?

By Mark Fissel
Posted on August 29th, 2019

Collectible assets such as fine art, antiques, coins, and gems are one way to diversify your investment portfolio. But it can be difficult to predict […]

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How can I teach my high school student the importance of financial literacy?

By Mark Fissel
Posted on August 29th, 2019

Even though your child is just in high school, he or she may still have to deal with certain financial challenges. Whether this involves saving […]

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