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

 

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

 

Related Content

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.