513-399-PLAN

(513-399-7526)

513-399-PLAN

(513-399-7526)

Loved Ones Checklist

Aug 28, 2024 | Newsletter

I Want to Share My Family Checklist With You While we are still a few months away from cozy nights in front of the fireplace, September always makes me think about home and family and protecting them both. And I’m not talking about estate planning here, though,...

Home Office or Hobby Room?

Aug 2, 2024 | Newsletter

It’s that time of year that can be emotional, exciting, and stressful. Our children are off to college, maybe for the first time or returning for their final year. For parents, it’s often a time filled with important questions like “Should we turn...

Wasn’t it Just Yesterday?

Jul 3, 2024 | Newsletter

If you are like me, you might be surprised to realize we are already halfway through 2024. It went awfully fast, didn’t it? One assumes the next six months will fly by as well. And maybe you’re like me that you take a few minutes about now every year to sit down and...

Do You Know This Life-Saving Technique?

May 30, 2024 | Newsletter

June 1st is National Heimlich Maneuver Day June is National Safety Month and what better way to begin than with this life-saving technique? As we embrace the summer season with its picnics, grill-outs, and food truck dining, it’s crucial to remember the...

Technology to See Into the Future

Apr 5, 2024 | Newsletter

Most of us welcome spring, which means flowers, green grass, and getting the kids outside to play. But one thing about spring that no one welcomes is the threat of severe storms and tornadoes.  Here in Ohio, we just had a day of ongoing threats. Everyone was on high...