Six Surprising Facts About Retirement Confidence
















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
Assess whether you are running “in the black” or “in the red” each month.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?