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The Retirement Specialists of Central Ohio      (& East TN)

974 North 21st Street, Suite C1
Newark, OH 43055

Phone:

740-345-0055

Fax:

865-381-1962

E-mail:

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Flipbooks

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Contact Us

Please feel free to contact us with any questions.

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Calculators

You can review interesting calculators on my site.

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Flipbooks 2

You can review interesting Flipbooks on my site.

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Contact Us 2

Please feel free to contact us with any questions.

Contact Us

Calculators 2

You can review interesting calculators on my site. 

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Flipbooks 3

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us 3

Please feel free to contact us with any questions.

Contact Us

Calculators 3

You can review interesting calculators on my site.

View Calculators

Atten: Pension Offer Recipients, Got Questions? Request free report

OPERS, STRS, Municipal employees as well as Postal Workers, Federal Employees,CSRS, FERS and Thrift Savings plan members, and AEP Retiree's.

Retirement Reports:

  1. 11 Mistakes People Retiring Make
  2. What I need to know to maximize my pension.
  3. Investor Repair Kit
  4. Request an invite to our next event "9 Retirement Time Bombs to Avoid."
  5. Forgotten Veterans Benefits for Health Care Costs
  6. Beneficiary Checklist
  7. Retirement Income: How much can I withdraw for income?


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most important, we hope you see the value of working your plan to reach your personal milestones in life.

"Cessation of work is not accompanied by cessation of expenses".
Cato

Our site is set up to educate you about the basic concepts of financial management; to help you learn more about who we are. Ask us about our "Retirement Ready Report"

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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