Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or service
Loveland, OH
Joined September 2017
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Tax freedom day: the day you begin earning money for yourself. #TaxFreedomDay myf.mg/e88D
Tax Day is here! If you filed your taxes early, you might have already received your refund. Don't forget to use it wisely, whether it's paying off debt or treating yourself to something special. #TaxDay #Refund #FinancialTips
"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt. #LifeInsurance myf.mg/esRX
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance myf.mg/ea4f
We are very thankful to be able to partner with a program such as St. Jude! Here is our interview with Fox 19 this past week! fox19.com/video/2023/04/06/p…
Bedtime Story: U.S. Federal Tax Code. How many pages have you read? myf.mg/fp3L
Happy Easter to those who celebrate! Whether you spend the day with family, enjoy a festive meal, or simply indulge in some sweet treats, we hope you have a wonderful day. #Easter
Have you considered how long-term-care costs could affect your retirement budget? Find out more. #LongTermCare myf.mg/dUsw
Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. library-messages.com/ddc852a…
The New York Stock Exchange is now one of the most notable trading platforms in the world, but it came from very simple beginnings. Although officially founded in 1817, the NYSE traces its roots back to the "Buttonwood Agreement". #stockmarketholiday #buttonwoodagreement
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more. myf.mg/dHWm
Compare your taxable investment to a tax-deferred one. The results may surprise you. myf.mg/dPiH
Happy #AprilFoolsDay! Time to bring out your best pranks and jokes, just remember to keep them harmless and in good fun! #pranks
What will your family do if you can't earn an income? Here are steps you can take today. myf.mg/eePc