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The Retirement Specialists of Central Ohio      (& East TN)

1000 North 21st Street (front entrance) Suite A1
Newark, OH 43055

Phone:

740-345-0055 or 865-977-4458

Fax:

865-381-1962

E-mail:

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Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Atten: Pension Offer Recipients, Got Questions? Request free report

OPERS, STRS, Municipal employees as well as Postal Workers, Federal Employees,CSRS, FERS and Thrift Savings plan members, and AEP Retiree's.

Retirement Reports:

  1. 11 Mistakes People Retiring Make
  2. What I need to know to maximize my pension.
  3. Investor Repair Kit
  4. Request an invite to our next event "9 Retirement Time Bombs to Avoid."
  5. Forgotten Veterans Benefits for Health Care Costs
  6. Beneficiary Checklist
  7. Retirement Income: How much can I withdraw for income?


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most important, we hope you see the value of working your plan to reach your personal milestones in life.

"Cessation of work is not accompanied by cessation of expenses".
Cato

Our site is set up to educate you about the basic concepts of financial management; to help you learn more about who we are. Ask us about our "Retirement Ready Report"

HOT TOPIC: Tariffs Drive Market Volatility

Explains why tariffs have shaken markets and long-term trends to consider.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Debt After Death: What Happens to Debt When Someone Dies?

Outlines how estates handle debts of deceased individuals.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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