McGarvey & Associates

Curious which party in power will most impact the markets? Historically, the stock market has been resilient. Reach out to discuss ways we can prioritize your long-term investment strategies instead of short-term political events.

Paying for college is stressful enough, but it’s even harder when you and your child haven’t set expectations on if or how you’ll share the financial burden. Reach out to learn steps you can take to make college more affordable.

Here’s an interesting analysis from Franklin Templeton on the upcoming U.S. elections. If you have any concerns about the potential market impact, let’s connect.

Do elections matter for markets? Understand the potential market implications of competing policy outcomes.

The duration of an average long-term disability claim is 34.6 months, according to the Council of Disability Awareness. How would you maintain your lifestyle if you couldn’t work for that long? Let’s talk about planning like you would for other emergencies.

Fact or fiction?: Annuities are only for retirees. Get the truth behind this myth and more in this article.

6 common annuity myths — debunked Clear up common misunderstandings about this investment product.

Do you plan to help your child or grandchild pay for college? We, along with your tax professional, can help you evaluate how to take advantage of the tax code to save more.

Tax strategies for college savings and gifting Use the tax code to your benefit for a loved one’s education

Regardless of where you are in your savings journey, I’m here to help you stay on track — so you can enjoy the retirement you’ve always envisioned.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

Paying off your mortgage before retirement is a common goal, but other priorities can get in the way. Here’s why weighing the options – and getting an outside opinion – can help you make the best decision.

Dublin, OH financial advice topics | McGarvey & Associates See news articles and advice on financial planning and setting goals, from McGarvey & Associates in Dublin, OH.

August 8 is , commemorating the establishment of the U.S. monetary system. Fun fact: a normal piece of paper can withstand about 400 folds before it breaks while a dollar bill can be folded at least 8,000 times.

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

Considering an encore career? Continuing to work after you retire may make it easier to stay active, connected and build a healthy retirement fund. We can help you consider various factors including Social Security and your employer benefits.

Working after retirement: benefits of working when retired Are there benefits to working after retirement? Does working affect Social Security? Find these answers and more information on working in retirement.

Have you named beneficiaries on your financial accounts? If so, when is the last time you updated them? We can review your designations to make sure your assets will go exactly where you intend.

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Retirement planning isn’t only for those close to or in retirement. No matter your age or stage, we can provide advice to help you do more of what you love in retirement.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

With the projected shortfall of Social Security in the news, you may be worried. We can help you plan for a great retirement — regardless of what happens with Social Security.

Debunking 6 Social Security myths Get the facts on how the Social Security program works for retirees.

Will or trust: Which one is right for you? Learn the basics of both and how they may fit into your broader estate planning needs.

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When should you enroll in Medicare? What does Medicare cover? Get answers to these common questions and more.

6 FAQs about Medicare Medicare is an important part of planning for retirement health care. Learn the basics.

If you earn too much to contribute directly to a Roth IRA, reach out to us for guidance on the appropriate strategy for your situation. We want to help you benefit from this tax-advantaged account.

Roth IRA strategies for high-income earners Roth IRAs are powerful retirement savings accounts.

Did you know that each year you can give up to $18,000 ($36,000 for married couples) to as many people as you would like without incurring a federal gift tax liability? You can strategically give throughout your lifetime to help secure your loved ones’ futures, protect your assets and ease the tax burden on you and your estate.

Giving while living How to make lifetime gifting a part of your estate plan

From expense management to insurance underwriting, generative AI could automate many aspects of your financial life. But is this technology safe? Get tips on how to take advantage of AI’s benefits and protect yourself from the risks.

Artificial intelligence and your financial life Safely take advantage of AI’s benefits and mitigate the potential risks.

Are you one of the 68% of people who plan to leave real estate to your heirs? Whether it’s a primary residence or a vacation home, communicating your intentions can help mitigate any confusion. Here are three tips to help you start the conversation.

3 tips to successfully passing on real estate to heirs How you set up your gift and communicate your wishes can be an act of kindness for loved ones.

Baby boomers are poised to pass on $84.4 trillion in wealth over the next two decades. Whether your inheritance is big or small, you don’t have to navigate the complexities alone. We will guide you through the process and help you determine how your inheritance may impact your financial goals.

Preparing for — and managing — an inheritance Effectively navigate the process of receiving and managing inherited wealth with this guide.

While generative AI has plenty of potential, the technology is prone to offering seemingly authoritative responses with imperfect information. When it comes to your financial life, you’ll want personalized advice from someone who knows your unique goals, priorities and values.

Artificial intelligence and your financial life Safely take advantage of AI’s benefits and mitigate the potential risks.

Do you live with a partner but don't plan to marry? Ameriprise Senior Vice President of Financial Advice Strategy and Marketing Marcy Keckler shares why a cohabitation agreement may help you align on key areas like estate and retirement planning.

What Are Cohabitation Agreements and Who Are They For? Experts say issues like money, property, family support and retirement assets need to be part your cohabitation agreement.

What’s at the top of your vacation bucket list? We can help you incorporate your dream destination into your financial goals.

How to plan for the costs of a big trip Make your travel dreams a financial reality.

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

Women’s retirement confidence lags compared to those of men, according to a 2023 Transamerica Center for Retirement Studies report “23 Facts About Women’s Retirement Outlook.” We can help you implement solutions that can create income for a more confident retirement. Let’s talk.

Suspicious message? Don’t take the bait. Read this article on my website about how to protect yourself from common phishing scams.

Learn to spot phishing scams Phishing attacks are phony messages that can trick you into giving a scammer sensitive or financial information. Find out how you can better protect yourself.

Financial fraud is becoming more sophisticated and harder to detect. Be on the alert for these emerging scams and trends.

5 cybersecurity scams to watch for in 2024 Find out how you can detect and protect yourself from the latest fraudulent trends.

For many, retirement means the freedom and flexibility to travel. Before you pack your bags, here are a few tips.

Retire and roam Financial considerations for traveling in retirement.