Serious Money Ohio

06/03/2026

Retirees around Toledo beat the national average in an important category.
In Lucas County 42% of retirees enjoy a pension from their previous state employment, union membership or corporate employer sponsorship.
That 42% is much greater than the national average of around 27%

05/28/2026

The 2026 Lucas County Retirement Wealth Report is out. A one of a kind, concise look at the financial resources and challenges retirees face today.

Compare your retirement to other retirees in Northwest Ohio.

Download the whole report on our website. SeriousMoneyOhio.com

04/03/2026

Hi everyone! 👋

I’ve decided to stop using Facebook as a channel for any news or updates.

From now on, I’ll be sharing these items on my website’s blog and on my Google Business Profile.

👉 Serious Money Ohio

Find local businesses, view maps and get driving directions in Google Maps.

03/22/2026

A physical piece of 1795—still in someone’s hands today. Right here in Northwest Ohio.

This silver dollar was struck just a few years after the United States was born.

Imagine the world it entered—no modern banking system- just trust, trade, and survival.

Fast forward 230 years, and it now sits in the hands of one of my clients- an unbroken link between generations.

That silver dollar has been carried, traded, protected… and somehow endured.

History isn’t always in museums.
Sometimes, it’s quietly passed from one steady hand to the next.

03/18/2026

Pre-1933 silver coins combine 90% silver content with rarity, offering both intrinsic value and collectible appeal.
Today, with inflation and economic uncertainty, these coins serve as a tangible hedge and a globally recognized store of wealth.
Their age, scarcity, and historical significance make them more valuable than modern silver, appealing to investors seeking security and legacy in uncertain times.

03/10/2026

Imagine a Jeep rolling off the line every 2-minutes!

A long ago look inside the Jeep plant. Over half of the 700,000 military vehicles produced for WWII were made right here.

Toledo and its suburbs - Sylvania, Perrysburg, Waterville and all the others - have such a rich history and tradition.

03/09/2026

🚘 1915 Willys-Overland Plant viewed from above

Toledo knows how to build things that last — your retirement income should be one of them!

Call your “money person” and have a “retirement income checkup” soon.

Keep your nest egg working at full capacity.

03/05/2026

Many of us remember when Franklin Park Mall was the place to be.

Packed parking lots. Busy stores. Energy everywhere. It felt like it would always thrive.

But things changed.

Anchor stores left. Traffic slowed. Decisions made years earlier began to matter.

Today the mall is still there…but it isn’t what it once was.

Retirement can follow a similar path.

Without a clear income strategy, thoughtful tax management and proper risk planning, even a strong retirement can gradually lose momentum.

If you’d like a complimentary Retirement Income Checkup you can learn more at SeriousMoneyOhio.com, or send me a message.