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!

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
06/24/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Secrets of the Temple:  How the Federal Reserve works.
06/22/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/19/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
06/17/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

06/15/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
06/12/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
06/10/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
06/08/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
06/05/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

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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