David Wood
1120 Cottonwood Drive
Suite 2
Loveland, OH 45140
(513) 774-9049

Jess Bennett
5995 Fairfield Rd
Suite 5
Oxford, OH 45056
(513) 523-1515

 

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
 
 
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Saving for College 101

Here’s a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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