Great65

09/23/2025

The Annual Enrollment Period begins on October 15 to make changes to a Medicare Advantage plan or a stand-alone Prescription Drug plan. If that relates to you, contact me for no-cost assistance in researching and enrolling in a plan that fits better.

Greater Cincinnati Health and Life Insurance, Registered Social Security Analysis®

01/22/2025

The Wealth Formula💵 The Wealth Formula: A Simple Path to Success
Wealth = (Money + Time) x Rate of Return - Inflation & Taxes
This formula from How Money Works highlights that growing wealth is about more than just saving. It’s about finding the right balance and strategies to maximize your returns while minimizing losses.
👉 Are you on track to build wealth? Let’s review your plan together.

From the book How Money Works by Tom Mathews, Steve Siebold, and Andy Horner. Request your FREE copy today.

Join me at a How Money Works event. Tuesday, February 4th, 2025, ​Wealthwave Cincinnati | How Money Works Learning Center 11421 Chester Road, Cincinnati, Ohio 45246

01/15/2025

Martin Luther King Jr.'s Birthday (1929)
🌟 A Dream Was Born

On January 15, 1929, Dr. Martin Luther King Jr. was born. He became one of the most influential leaders of the Civil Rights Movement, inspiring change through nonviolent resistance and his vision of equality.

✨ "Injustice anywhere is a threat to justice everywhere." – MLK

💬 What’s your favorite MLK quote?

01/15/2025

💡 Financial Literacy Tip of the Day: The Rule of 72

Do you know how long it takes for your money to double? The Rule of 72 can tell you! Divide 72 by your annual interest rate to see how many years it will take.

For example:
If your money earns 6% interest annually, it will double in about 12 years (72 ÷ 6 = 12).

Are your savings growing as fast as they could? Let’s talk about strategies to make your money work harder for you!

From the book How Money Works by Tom Mathews, Steve Siebold, and Andy Horner. Request your FREE copy.

📩 Message me to learn more.

Send a message to learn more

01/13/2025

If you need assistance learning how to maximize your Social Security benefits, I'm now a Registered Social Security Analyst®. I'm here to help.

11/19/2021

08/30/2021

Are you turning 65 or looking to change Medicare plans?

12/22/2020

Doc Talk. Free event. Get answers to your questions. Register now.

12/09/2020

Wednesday Morning Medicare Chat