Money Learning Center - Cincinnati Retirement & Estate Planning

Information may not be reliable

"If What You Thought To Be True About Your Money Turned Out Not To Be True, When Would You Want To Know About It?"

Whether you are still working, or are retired I would hope that your answer to this question is NOW.
Living in the information age is great, but can also be overwhelming, especially when it comes to your finances. You can read publications, listen to the radio, watch TV, and browse the internet for all kinds of advice and information. Most of it is sound advice, but it does not address your concerns on an individual basis.
Most of what you will hear or read will revolve around investing, getting the best rate of return, or what the hot stock or mutual fund is at the moment. While rate of return is important, it is not the only aspect of your finances that you need to be aware, and probably not even the most important.
If you are still working, and raising a family it can be difficult trying to make sense of what is right when planning for retirement, paying for college, or protecting your family in the event of an emergency, disability, or death.
Retirement can be great, but can also include many questions. Do I have enough money to support my lifestyle, my spouse when I am gone, how to distribute my hard earned money, and how can I leave a legacy?
It can be difficult to find answers to these questions and concerns. We hope the information here will shed some light and explain our unique approach that we take in helping people like you.

Please accept a FREE copy of this valuable financial and retirement planning book (A $19.95 Retail Value!), written by well-known consumer advocate Bruce Sankin, as our thanks to you for taking the time to visit our site!
YOUR Wealth and How We CAN Help!
You have 3 types of money in your Circle of Wealth; Accumulated, Lifestyle, and Transferred. Most spend the bulk of their time on their accumulated money, possibly leaving holes in their plan.
Accumulated money is dollars you have saved, or are currently saving. Your Lifestyle money is dollars you are currently using to maintain your standard of living. The reason most don't or think they can't save more is because they don't want to lower their standard of living. We don't necessarily think you have to.
What makes us unique is that we first look at money you may be Transferring away from your wealth unknowingly and unnecessarily. It is important to begin focusing on money you may be transferring unnecessarily because this most often has the biggest impact on your Circle of Wealth over time. By avoiding unnecessary transfers, dollars are then freed up to put towards accumulation or lifestyle with no out of pocket cost.