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Blog

Man reading newspaper next to laptop and phone
Jon Coomer | Nov 28, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
Read More
Person writing a list in a notebook
Jon Coomer | Nov 21, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Grandmother with child
Jon Coomer | Nov 14, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Set of keys beside miniature house
Jon Coomer | Nov 7, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Couple walking in a field with the ocean in the background
Jon Coomer | Oct 30, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Two women meeting in an office space.
Jon Coomer | Aug 22, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
Woman with graduation cap looking at the sky
Jon Coomer | Aug 21, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
A man sitting on a bench watching a plane take off
Jon Coomer | Jun 30, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
Read More
Hand holding a bill with a red "Past Due" stamp on it
Jon Coomer | Apr 10, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Jon Coomer | Apr 10, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Ten key accounting calculator on a soft yellow desk
Jon Coomer | Apr 10, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Hand holding a large bundle of balloons
Jon Coomer | Sep 7, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More

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Troy OH 45373

 

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6317 US 36
Greenville, OH 45331

 

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