In the News

as featured in:

Get the latest with our most recent media features.

Looking for financial advice or just want to read up on the industry? Check out our most recent features.

Can You Afford Long-Term Care Without Insurance?

About 70% of people need some form of long-term care by the time they're 65 years old. Of course, that care comes at a cost.

Here’s How Much You Need to Save Each Month to Earn $50,000, $60,000 and $70,000 per Year in Interest for Retirement

Here's a look at how much you need to set aside for retirement to generate enough interest to live on.

From SECURE Act to SECURE 2.0: Is Your Estate Plan Safe?

The ever-evolving legislative landscape provides both challenges and opportunities when it comes to making plans for your retirement and your estate. A key focus: tax planning.

How Much Should You Have in Retirement Savings at 65?

At age 65, you may be retired or preparing to retire soon. It's an age when you may be concerned about the size of your retirement nest egg.

Long-Term Care Planning vs. Taxes: Finding a Healthy Balance

Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern - reducing taxes for retirees and their heirs.

Saving Hacks for Spring Break Vacation - 6 AM

John Graves and News 5 Cleveland anchors discuss different ways to save for spring break.

Saving Hacks for Spring Break Vacation - 5 AM

John Graves and News 5 Cleveland anchors discuss different ways to save for spring break.

Valentine's Day: Talking to Your Partner About Their Finances

John Graves and Danita Harris of News 5 Cleveland discuss different conversations to have with a partner about money.

Protecting Your Retirement Nest Egg from Inflation

Successful retirement savings faces a squeeze.

Inflation Outlook for 2023

The return of inflation was one of the biggest stories of 2022. American consumers were coping with price increases the likes of which they hadn't seen since bell bottoms were the rage. So it's only natural for people to be nervous about what's in store on the inflation front in 2023.

Social Security Payments are Going Up. 3 Smart Ways to Spend the Extra Cash.

Social Security recipients will get a 8.7% raise next year, thanks to the biggest annual adjustment to benefits in more than 40 years.

6 Tips For a Budget-Friendly Holiday Season

You don't have to be a Scrooge to stay in your budget.

How To Retire With No Savings

According to the U.S. Census Bureau, about half of Americans ages 55-66 have no retirement savings at all.

What a Bear Market Means for Retirees

Retirees and those nearing retirement are facing a slew of new financial challenges as their dollars stretch thinner amid a boom in living costs, inflation, and other economic pressures.

Inflation and Retirees: When to Think About Going Back to Work

Look at Social Security benefits, taxes and health care costs before taking a job during retirement.

16 Things to Do When You're Deep in Debt

Here are 16 tips for paying off your debt, whether you're burdened with credit card payments, student loans, car payments, all three or more.

7 Reasons to Never Throw Out Your Receipts, Experts Warn

Future you will be glad you kept them.

How to Use The Retirement Bucket Strategy

Learn about the three financial buckets that can help you manage your retirement spending and investing.

1 Out of 5 Millennials Believe They Will Never Retire

Many of us in the working world dream of retirement — but a good portion of millennials don’t think they’ll ever make it to this phase of life. A recent GOBankingRates survey found that about 1 in 5 millennials (19.6%) believe that they will never be able to retire — and they have legitimate reasons to feel this way.

Managing Your Money: Strategies to Consolidate Multiple Debts

Debt consolidation is when an individual avails of one large loan and pays off several smaller debts. Some borrowers can benefit from a debt consolidation loan, which could include a lower interest rate or a monthly payout — or in some cases, both.

6 Times Short-Term Life Insurance Is a Good Idea

With COVID-19 shutdowns easing across the country, many Americans are finding themselves in a time of transition. If you’re switching jobs, working on your health or trying to pay off a debt, a short-term life insurance policy could cover you until your situation changes.

schedule an appointment with us
Do you want to schedule an appointment with us? Enter your information below and someone from our team will be reaching out to your shortly.