Jim Cash, Personalized Planning for Your Financial Future

Jim Cash, Personalized Planning for Your Financial Future It's important to know where you stand financially. Put our personalized planning approach to the test for you and your future.

It's more important to understand what your financial future could look like (or what might get in the way of success).

Great Insights about Inflation and the Fed
05/19/2022

Great Insights about Inflation and the Fed

The Federal Reserve currently faces a predicament that few of its predecessor committees have ever experienced.

There’s a ton of great info here!  And, please let me know if you need a personalized financial checkup.
12/17/2021

There’s a ton of great info here! And, please let me know if you need a personalized financial checkup.

Transamerica Asset Management, Inc., CIO Tom Wald, CFA®, takes a deep dive into the markets and economy going into 2022 — and what it could all mean for your business and your clients. https://bit.ly/33vc5Yp

12/15/2021

An upcoming book, "Connectable: How Leaders Can Move Teams From Isolated to All In," dives into the modern rise of workplace loneliness — and how to combat it.

12/08/2021

Prevent Blindness is dedicating this week of December 6-12 to raising awareness about Geographic Atrophy (GA). Know the signs and the risks.
Full press release: https://bit.ly/3Evaakr

Great article about logic and emotion in managing retirement assets.  If you’re living this story, you can enjoy your “g...
10/12/2021

Great article about logic and emotion in managing retirement assets. If you’re living this story, you can enjoy your “golden years” and not suffer in silence. Let’s connect and see if we can help.

Living in Retirement: Our semi-retired columnist muses on why he's disinclined to begin spending down the savings he worked for three decades to build.

Address

1650 Watermark Drive Suite 120
Columbus, OH
43215

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16148244964

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