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Blog

Jon Coomer | Mar 25, 2025

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Jon Coomer | Mar 11, 2025

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Jon Coomer | Feb 25, 2025

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Jon Coomer | Feb 11, 2025

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Jon Coomer | Jan 28, 2025

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Jon Coomer | Jan 14, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Jon Coomer | Jan 1, 2025

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Jon Coomer | Dec 24, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Jon Coomer | Dec 10, 2024

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Jon Coomer | Nov 26, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Jon Coomer | Nov 12, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Jon Coomer | Nov 1, 2024

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Troy OH 45373

 

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Greenville, OH 45331

 

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