Cincinnati Financial Planners

Graduates with New Jobs – What to Know Starting Out!

Graduates with New Jobs: What to Know Starting Out!   Three quick tips for early financial success as you start out. Learning a new job, moving to a new place, meeting new faces, and visiting your college friends all takes planning. During this busy time, don’t forget about planning your finances. Financial Tip #1: Create […]

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emergency fund

Emergency Funds – Save the Day!

Life happens. Appliances break, car tires need replacing, jobs are eliminated, and many other emergencies can pop up when you least expect them. You cannot control when these will arise, but you can be prepared for them. Start to build your rainy-day funds today.  This is an important message for all ages from emerging to

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spring financial tips

Financial Spring Cleaning Tips

Tips for Making Cleaning Your Closet Easier   There’s something satisfying about cleaning out your closet, especially at this time of year. Here are some tips on how to make spring cleaning your closet a little easier. Not sure what to keep or get rid of? Try the clothes hanger hack! Turn all your coat

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family estate planning

Essential Estate Planning Review Questions

It is essential to review your estate planning documents every couple of years or when life events change.  Not all circumstances require amendments or modifications to your current documents; however, it is always good to look over your directions, appointments and pre-determined plans.  If nothing else, it is a good exercise to remind yourself of

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a fonancial checklist

Year-End Financial Checklist

Year-End Financial Checklist As the end of the year is fast approaching, now is a suitable time to review the last-minute things you need to address and the goals you want to pursue. In this article 5 questions to ask your financial advisor before year-end, it discusses how small changes to your financial plan before

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