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Taxes

Financial PlanningTaxes

Understanding IRAs Today

Alphabet Soup Part 1 – What Accounts do I have and Why? Acronyms have become a major part of our daily lives. We’re so used…
Eric CroakMay 8, 2018
Taxes

Your Tax Return & You

As tax season closes in, most people are looking forward to a nice gift from Uncle Sam in the form of your Tax Return. The…
Eric CroakFebruary 1, 2018

What’s Trending

  • 5 Things Your Financial Advisor Isn’t Telling You June 17, 2019
  • Thinking About Saving? Make it Easier. June 1, 2019
  • Doing Good or Doing Well? May 31, 2019

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Recently Posted

  • 5 Things Your Financial Advisor Isn’t Telling You June 17, 2019
  • Thinking About Saving? Make it Easier. June 1, 2019
  • Doing Good or Doing Well? May 31, 2019
  • The Index Bogeyman April 10, 2019
  • Getting to the Point of a Point March 31, 2019

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Phone: 419-464-7000

Address: 432 N. Superior St.
Toledo, Ohio 43604

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