Retirement: Congratulations You have Been Promoted to CEO

Retirement: Congratulations You have Been Promoted to CEO

You may also like

Oasis Multi Services
Oasis Multi Services

https://www.retirement-ceo.com/
In essence, you are the “CEO” of your retirement, too, and the C

6 Steps to Becoming a Millionaire 10/05/2023

6 Steps to Becoming a Millionaire You don’t need a high-paying job or family money

Is Your Income Protected Enough From Disability? 10/03/2023

Is Your Income Protected Enough From Disability? If you ever need to make a disability claim, it quickly becomes clear that the specifics matter.

10 years ago I signed a student-loan agreement without reading it, and now I'm afraid I'll never own a home 09/28/2023

10 years ago I signed a student-loan agreement without reading it, and now I'm afraid I'll never own a home Reading financial jargon at 18 was overwhelming, so Leo Aquino admitted to signing whatever he needed to sign to start classes. Unlike federal student loans, private loans are not covered by student loan forgiveness plans. And this is his story of how it affected his future home-buying plans.

8 Opportunities In Your Paycheck You May Be Missing 09/26/2023

8 Opportunities In Your Paycheck You May Be Missing Let's examine some of the opportunities and potential pitfalls in your paycheck and how they can affect your financial well-being:

The paradox of the American West 09/21/2023

The paradox of the American West Western states have plenty of wide open land. So why can't they build more homes?

Barron's Daily: Arm and Adobe Show It’s Not Just About Being an AI Stock. Timing Matters. 09/19/2023

Barron's Daily: Arm and Adobe Show It’s Not Just About Being an AI Stock. Timing Matters. Your briefing of what you need to know for markets in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

The $100trn battle for the world’s wealthiest people 09/14/2023

The $100trn battle for the world’s wealthiest people Two financial giants look likely to crush the competition

The Exact Age When You Make Your Best Financial Decisions 09/12/2023

The Exact Age When You Make Your Best Financial Decisions Research has pinpointed the prime years for making smart financial decisions.

7 Tax Strategies Financial Advisors Need to Understand 09/07/2023

7 Tax Strategies Financial Advisors Need to Understand A financial planner doesn't need to be an IRS expert in order to grasp important tax moves that will help clients achieve their goals.

High Earners 50 and Up Get Two-Year Reprieve From IRS on 401(k) Rule 09/05/2023

High Earners 50 and Up Get Two-Year Reprieve From IRS on 401(k) Rule Roth-style catch-up contributions now won’t be mandated until 2026, not 2024.

Barron's Daily: The Nvidia Distraction Is Over. Jackson Hole, Powell, Bonds Take Center Stage. 08/31/2023

Barron's Daily: The Nvidia Distraction Is Over. Jackson Hole, Powell, Bonds Take Center Stage. Your daily briefing with what you need to know for markets in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

How To Move Past Worst-Case-Scenario Thinking 08/29/2023

How To Move Past Worst-Case-Scenario Thinking How to Move Past Worst-Case-Scenario Thinking It’s easy for leaders to get caught up in worst-case-scenario thinking.

3 Reasons to Buy a Dashboard Camera for Your Car—and 4 Reasons Not To 08/24/2023

3 Reasons to Buy a Dashboard Camera for Your Car—and 4 Reasons Not To More Americans are installing security cameras in their vehicles to prove their innocence in case of accidents or thwart intruders. But it’s hardly a no-brainer decision.

Value vs. Growth: 4 Pros Lay Out the Catalysts, From the Fed to Earnings 08/22/2023

Value vs. Growth: 4 Pros Lay Out the Catalysts, From the Fed to Earnings Growth stocks performed better than value names for more than a decade, although that relationship reversed itself last year. Industry pros weigh in on what could come next.

Lots of US Homeowners Want to Move. They Just Have Nowhere to Go 08/17/2023

Lots of US Homeowners Want to Move. They Just Have Nowhere to Go Locked into cheaper borrowing costs and unable to find a new place that fits their budgets, countless people are opting to remain in their current homes, adding to an acute shortage of available properties.

Tackling Retirement’s Tricky Tax Questions 08/15/2023

Tackling Retirement’s Tricky Tax Questions IRA and 401(k) tax questions never end, so here are answers to the latest ones from readers of the Wall Street Journal.

Don’t Look Up – Is There A Commercial Real Estate Comet Heading Our Way? 08/10/2023

Don’t Look Up – Is There A Commercial Real Estate Comet Heading Our Way? They're everywhere, all around us. Many city dwellers pass by them every day, not thinking about what’s up there…or what isn't. It’s the hundreds if not thousands of landmark skyscrapers and gleaming midlevel high-rises that define the skylines of every major city center in America, as well as...

Everyday Investors Are Thriving in a World Awash in Yield 08/08/2023

Everyday Investors Are Thriving in a World Awash in Yield Cash-like investments are offering their highest rates since 2001, offsetting rising interest costs.

In Life (And Retirement) Money Won’t Buy You Happiness 08/03/2023

In Life (And Retirement) Money Won’t Buy You Happiness The Beatles once said that money can’t buy you love, but money also can’t buy you happiness. Financial planners see people from across the entire spectrum of wealth, and can tell you firsthand that there isn’t a correlation between more wealth and more happiness.

Price-to-Rent Ratio: Determining if It's Better To Buy or Rent 08/01/2023

Price-to-Rent Ratio: Determining if It's Better To Buy or Rent The price-to-rent ratio is the ratio of home prices to annualized rent in a given location. This ratio is used as a benchmark for estimating whether it's cheaper to rent or own property. The price-to-rent ratio is used as an indicator for whether housing markets are fairly valued, or in a bubble.

Housing’s Recession Already Happened 07/27/2023

Housing’s Recession Already Happened The housing market is coming back, lowering the odds of an overall economic downturn.

Five Ways the Bull Market Makes Investors Nervous 07/25/2023

Five Ways the Bull Market Makes Investors Nervous Investors can’t stop looking over their shoulders for major risks looming in markets.

Can You Use Life Insurance To Buy a House? 07/20/2023

Can You Use Life Insurance To Buy a House? Life insurance may be able to be used to buy a house, depending on the policy.

U.S. Inflation Slides To 2-Year Low—But Price Increases Stay Sticky 07/18/2023

U.S. Inflation Slides To 2-Year Low—But Price Increases Stay Sticky A roughly 20% annual decline in gas prices helped drive down inflation, but other big items like rent and dining out keep getting more expensive.

Investing in Stocks Might Have Fixed Social Security, but ‘the Window Has Closed’ 07/13/2023

Investing in Stocks Might Have Fixed Social Security, but ‘the Window Has Closed’ Even some who like the idea of investing the Social Security trust fund in the stock market say it’s too late to do so.

Markets’ Monster 2023 Rally Defied All Expectations 07/11/2023

Markets’ Monster 2023 Rally Defied All Expectations Stocks burst out of a bear market, with the Nasdaq Composite up 30% and on course for its best first half of a year since the 1980s.

Six questions facing U.S. stock investors as 2023′s second half nears 07/04/2023

Six questions facing U.S. stock investors as 2023′s second half nears The U.S. stock market has powered higher in the first half of this year despite numerous obstacles, from banking sector turmoil to recurring doubts about the economy’s health. Here are six key questions investors are posing as they assess the market’s prospects:

What Recession? Get Ready for a ‘Rolling Expansion.’ 06/29/2023

What Recession? Get Ready for a ‘Rolling Expansion.’ The U.S. could experience a “rolling recession” followed by a “rolling expansion” as the parts of the economy that weakened first start to recover, according to longtime strategist Ed Yardeni.

4 Steps To Plan For Repaying Your Student Loans Once The Pause Ends 06/27/2023

4 Steps To Plan For Repaying Your Student Loans Once The Pause Ends Instead of waiting for the next government announcement on the student loan pause, here are three simple tips that you can start today if you’re worried about repayments.

Want your business to be the top-listed Accountant in Columbus?
Click here to claim your Sponsored Listing.

Telephone

Address

1650 Watermark Drive Suit 120
Columbus, OH
43215

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 2pm
Sunday 10am - 2pm

Other Financial Planning in Columbus (show all)
Zachary D. Dean - Northwestern Mutual Zachary D. Dean - Northwestern Mutual
800 YARD Street STE 300
Columbus, 43212

Truly Prosper Financial Planning Truly Prosper Financial Planning
6605 Longshore Street, Suite 240
Columbus, 43017

Flat-Fee Financial Planning and Investment Management for Individuals Nearing Retirement or Recently

Tara Myers, Equitable Advisors Financial Professional Tara Myers, Equitable Advisors Financial Professional
7965 North High Street, Suite 140
Columbus, 43235

Tara is a Financial Professional at Equitable Advisors, LLC. Empowerment Wealth Stategies is not a registered investment advisor and is not owned or operated by Equitable Advisors ...

Minerva Wealth Planning Minerva Wealth Planning
Columbus, 43215

We help you create a plan for your finances that you can understand!

Walden Financial Walden Financial
2455 Old Columbus Road
Columbus, 43023

Fee only Registered Investment Advisor helping mid-career families discover true wealth

Inspire Advisors - Upward Management Group Inspire Advisors - Upward Management Group
355 E Campus View Boulevard, Suite 290
Columbus, 43235

Matt Bonito, CFP® & Drew Lehman, CFP®, financial advisors offering comprehensive financial planning

Concordia Wealth Planning Concordia Wealth Planning
200 Campus View Boulevard, Suite 200
Columbus, 43235

Fiduciary, fee-only firm focused on helping individuals, families and businesses find the harmony of

Brandon Dean - Northwestern Mutual Brandon Dean - Northwestern Mutual
800 Yard Street Suite 300
Columbus, 43212

The Anania Group of Raymond James The Anania Group of Raymond James
6745 Longshore Street Suite 220
Columbus, 43017

Sharlene Chance, Esq. - Forging Financial Freedom Sharlene Chance, Esq. - Forging Financial Freedom
355 E Campus View Boulevard Suite 218
Columbus, 43235

Offering tailored approaches to pursing your financial goals and growing your wealth.

Daniel Capital Daniel Capital
New Albany Road W, New Albany
Columbus, 43054