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UPPER ARLINGTON, OH OFFICE
2074 Arlington Ave
Upper Arlington, OH 43221-4395
T: 614.222.4888
TF: 888.760.9313
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BLUFFTON, SC OFFICE
49 Boundary St
Bluffton, SC 29910-7010
T: 614.222.4888
TF: 888.760.9313
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Never stop earning
How your retirement savings can continue working for you.
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Retirement & Longevity
Understanding long-term care
Long-term care planning isn’t just about money; it’s about preserving your quality of life.
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Family & Lifestyle
Understanding the difference between long-term care and long-term disability
A person turning 65 today has a nearly 70%
1
chance of needing some type of long-term care in their retirement years.
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Retirement & Longevity
How AR is impacting business
The technology is fast rising in popularity and the possibilities are almost limitless.
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Technology & Innovation
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
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Business Ownership
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
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Tax Planning
Annuities for investing and risk management
Annuities are multifaceted, sophisticated tools that can serve goals beyond income generation, the role for which they are best known.
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Retirement & Longevity
5 considerations for your Social Security strategy
Optimizing your Social Security benefits is an important step in preparing for retirement.
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Retirement & Longevity
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