Ames Financial Advisors

05/20/2025

We are very proud to announce that this weekend, Madeleine graduated from Miami University- she earned a B.S. in Microbiology, with minors in French and Molecular Biology. Madeleine will continue working in the office until July, when she will begin work as a microbiologist in Cincinnati. Congratulations, Madeleine!

04/28/2025

We are proud to announce that we are once again sponsoring the Kiwanis Club of Oxford, Ohio's annual Pancake Day! Join us at Talawanda High School on May 3rd to support the children in the Oxford community 🥞

As Certified Financial Planning Professionals, we are committed to helping our clients improve their long-term financial success. Our customized programs strive to grow, protect, and conserve our clients' wealth by delivering an unparalleled level of personalized service and experience.  Explore ou...

03/10/2025

UPDATE: If you are affected by recent law changes concerning Social Security benefits for public employees, you may see a deposit in your account within the next few weeks. The Windfall Elimination Provision and the Government Pension Offset have both been backdated to January of 2024, and the Social Security Administration plans to send out all retroactive payments by the end of March. If you see or have seen an unexpected deposit, this may be the source. As always, if you have questions or concerns about policy change and how it may affect your financial future, feel free to reach out to one of our advisors.

New law changes may have an impact on Social Security benefits for more than 2 million Americans, including many residents of Oxford and the surrounding community. The Social Security Fairness Act was signed into law last week in an effort to increase Social Security benefits for government employees by repealing the Windfall Elimination Provision (WEP), and Government Pension Offset (GPO). While the extent of the impact that this new law will have remains to be seen, and will vary from person to person, government employees, including teachers, may see a change in their Social Security benefits.
Keep an eye out for updates- we’ll be posting as we learn more.

01/16/2025

New law changes may have an impact on Social Security benefits for more than 2 million Americans, including many residents of Oxford and the surrounding community. The Social Security Fairness Act was signed into law last week in an effort to increase Social Security benefits for government employees by repealing the Windfall Elimination Provision (WEP), and Government Pension Offset (GPO). While the extent of the impact that this new law will have remains to be seen, and will vary from person to person, government employees, including teachers, may see a change in their Social Security benefits.
Keep an eye out for updates- we’ll be posting as we learn more.

12/25/2024

Merry Christmas and Happy Holidays!

11/30/2024

Don’t forget to support your local small businesses this holiday season! As a family owned business, we recognize the significant impact that choosing to shop small has on our neighbors and our community as a whole. Keep your local businesses in mind this !

11/29/2024

Now that Thanskgiving is done, Black Friday is here, and with it come significant sales. While prices may be dropping as we approach the holiday season, it’s important not to let tempting discounts take precedence over financial prudence. To help avoid extra spending, try making a budget and a list of things you need before heading to the mall. If you already have a plan in place, you’re less likely to impulse buy things you don’t really need.

Consumer Reports shares lack Friday shopping tips for 2024 to get the best deals on tech, appliances, and more. This advice will help you save big on Black Friday.

11/28/2024

Happy Thanksgiving, from our family to yours 🦃

11/20/2024

Concerns about fluctuations in the market following political changes may have an impact on people's behavior when it comes to how they invest their money. The important thing to remember in times of potential volatility is to remain calm and avoid making rash or emotional decisions about your finances. If you find that potential market fluctuations are causing you stress, schedule an appointment with one of our advisors to develop a financial plan.

https://www.amesfinancialadvisors.com/Handling-Market-Volatility.c9869.htm

11/13/2024

In the past week, we’ve heard from several people that they are concerned about the effects recent political changes may have on their finances. If you share their concerns, it may be beneficial to contact one of our advisors about ways to mitigate potential risks. To call us or schedule an appointment, use the contact information listed on our website,

As Certified Financial Planning Professionals, we are committed to helping our clients improve their long-term financial success. Our customized programs strive to grow, protect, and conserve our clients' wealth by delivering an unparalleled level of personalized service and experience.  Explore ou...

11/11/2024

Happy Veterans’ Day to all who have served, especially the veteran in our own office! Thank you, Aaron and all other members of the military for your service 🇺🇸

As Certified Financial Planning Professionals, we are committed to helping our clients improve their long-term financial success. Our customized programs strive to grow, protect, and conserve our clients' wealth by delivering an unparalleled level of personalized service and experience.  Explore ou...