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by elizabeth | Dec 23, 2024 | Insight Series

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by elizabeth | Nov 15, 2024 | Insight Series

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Ohio’s Pension Plans: The Basics of OPERS, STRS, and SERS

by elizabeth | Oct 31, 2024 | Retirement

Are you planning to retire on a pension? If you or your spouse live in Ohio and contributed to OPERS, STRS, or SERS, you probably intend it to be a foundational part of your retirement income. But too often, workers contribute to their pensions and other savings...

Protected: October 2024

by elizabeth | Oct 8, 2024 | Insight Series

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How Our Advisors help Women Retire with Confidence and Ease

by elizabeth | Oct 1, 2024 | Our Philosophy

I will never forget the day my second son was born.   It had been a long autumn day, and as I settled into my warm bed and began to doze, I felt my wife shaking my arm. I rose groggily, grabbing the duffel bag we’d packed for the hospital.  As I shook off my sleep, my...