Susan Swinehart, Osaic Wealth

Susan Swinehart, Osaic Wealth FINRA.org
SIPC.org As Troy's trusted investment company, Swinheart & Associates prides itself on providing the financial consultant expertise you deserve.

Swinehart & Associates Financial Planning And Investments serves our neighbors in the Troy, OH area in all matters related to their financial future. Wealth management, retirement planning, and organizing your finances in life's many turning points requires the assistance of a financial planner who listens to your goals, wishes, and dreams and recommends financial strategies accordingly. Financial

advisor Susan Swinehart is an expert in assisting individuals and families with developing an investment portfolio that makes the most sense for them. Call today or visit online to get started!

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
05/27/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
05/25/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Have a kid heading off to college? Here are a few tips.
05/22/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Do you know what your insurance needs are, when you’re married, with children?
05/20/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
05/18/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Worried that inflation may rise in the years ahead? You’re not alone.
05/15/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
05/13/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/11/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Are you looking for a balance? Find yours, starting with this video.
05/08/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Find out whether you are insurable before implementing a strategy using life insurance.
05/06/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Address

110 South Stanfield Suite C
Troy, OH
45373

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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