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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, September 13, 2023

Thursday, August 17, 2023

This blog post explores the benefits and pitfalls of 1031 exchanges for real estate investors. A 1031 exchange allows investors to swap one property for another without incurring capital gains taxes, offering a significant tax break.

Monday, January 16, 2023

Reducing your taxable income can be a great way to keep more of your money in your pocket, but it's important to do it in a legal and ethical way. Here are some tips on how to reduce your taxable income in 2023.

Tuesday, August 27, 2019

Here's a look at our new financial health review tool that will give you insight as to whether you are on track for retirement. If you're just buying the SP 500 and holding it hoping that you'll reach your goals I'm sorry to tell you...

Wednesday, July 24, 2019

Original article can be found at: https://401kspecialistmag.com/average-401k-fee-at-0-45-in-recent-td-ameritrade-analysis/ Average 401k Fee at 0.45% in Recent TD Ameritrade Analysis While most plan participants have no idea if or what...

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Thursday, June 27, 2019

Is Your Employer-Provided Life Insurance Coverage Enough? BY AMY FONTINELLE Updated Jun 25, 2019 Is the life insurance you’re getting through your employer enough to take care of your family? And are you paying too much for that...

Wednesday, April 24, 2019

As someone who has retired parents and who has a couple of decades before my own retirement I've been studying Social Security pretty close. I think the point has been well made that when Social Security was created the life span of...

Wednesday, April 3, 2019

House committee passes a bill to upgrade 401(k) plans amid 'retirement income crisis'. Here's some highlights: https://www.instagram.com/tv/BvzXyZHAYoG/?utm_source=ig_share_sheet&igshid=3fys0iafc5wi

Tuesday, March 19, 2019

A lot of analysts say that a market downturn is on the horizon. Is it time to ensure that your portfolio is prepared? Here's an article from Bloomberg that explains the outlook. https://www.bloomberg...

Thursday, March 7, 2019

Here are some great resources that explain what annuities are and how you can benefit: Articles: Barrons Article Annuity Guide How Much Should I Invest In Annuities GAO Report Annuity Questionnaire Website Links: Know These 3 Things...

Saturday, February 16, 2019

Here’s a great article that explains why you need an advisor.... https://www.fool.com/amp/investing/2019/02/16/5-reasons-you-need-a-financial-advisor.aspx

Friday, February 1, 2019

So I've been plagued lately with the thought of financial professionals preying on and taking advantage of people that don't have the financial acumen and experience that they do. I hear stories daily from the news to the water cooler...

Friday, January 11, 2019

This is the single biggest concern of people who are saving for retirement. Once I retire will I have enough to last the rest of my life? It is an important question. Here's a video of one of the exciting strategies that could get you...

Monday, January 7, 2019

I talk every day to folks who are worried about the market volatility that we are seeing today. Over and over there are concerns and lack of certainty that they are going to lose the money that they've worked so hard to save. Did you...

Wednesday, January 2, 2019

You've probably seen your retirement investments take a roller coaster ride in 2018. If you're looking to retire next year or in 30 years it's important to know if you're on the right track. There are strategies that you can use to...

Friday, December 28, 2018

This was a great article that helps you understand the mindset needed when picking a financial adviser...enjoy! From USA TODAY: How to pick the right financial adviser for your investments https://www.usatoday...

Tuesday, December 18, 2018

Curious about American Portfolios Ohio and what services we provide...check out this flyer! AP Ohio Flyer

Monday, December 17, 2018

Why do you need an independent financial adviser? Investing is only part of what advisers do Good independent investors look at their client’s overall situation and help them create a comprehensive plan that meets their...

Thursday, December 6, 2018

As a professional financial adviser who also has a history in real estate and real estate investing the concept of a 1031 Exchange is extremely attractive. As I began to learn about the strategies that allow investors to use 1031...

Monday, October 1, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...