The RULE Wealth Management LLC

The RULE Wealth Management LLC The Value of a Financial advisor is to improve your financial security. We want you to know that it matters to us, too. Davis CFP 330 875 0800 www.therulewm.com

THE RULE Wealth Management advice and guidance is the essential component to your financial success. With over 41 years of experience in financial services, meeting the needs of my clients through life stages, increasingly complex investment situations, and ever-changing market conditions, I understand the unique challenges my clients face:
- Striving for a secure financial future
- Supporting t

heir families
- Caring for aging parents
- Determining the best strategy for income in retirement
- Planning their legacy

My goal is to help reduce my clients’ stress around these financial matters and move comfortably into the next phase of their lives. THE RULE Wealth Management is working with TD Ameritrade Retirement Plans
Because the success of your company’s retirement plan matters to you. That’s why we’ve using the TD Ameritrade Retirement Plan, a streamlined solution designed to support your employer as a fiduciary and empower you as participants to take more control of their financial future. Our flexible approach to investments is a key feature of the
TD Ameritrade Retirement Plan. It allows you to work closely with THE RULE Wealth Management advisor to achieve a diverse investment menu for you as participants, and, as a result, enhance your ability
Helps your employer to attract and retain valuable employees. Meanwhile, the
TD Ameritrade name provides you and your employer with confidence in the quality and reliability of your retirement plan

To have your employer request a comparison quote to your current plan, with the options, services and pricing Call Charles E.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
03/05/2022

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

15-year vs. 30-year: know your refinancing options.
03/04/2022

15-year vs. 30-year: know your refinancing options.

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Markets dipped in February, responding to escalating conflict in Ukraine, with the Dow Jones and S&P 500 both taking hit...
03/04/2022

Markets dipped in February, responding to escalating conflict in Ukraine, with the Dow Jones and S&P 500 both taking hits.

The Dow Jones Industrial Average dropped 3.53 percent while the Standard & Poor’s 500 Index fell 3.14 percent, and the Nasdaq Composite lost 3.43 percent.1

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
03/02/2022

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Pay off debt or invest the money? Things to consider before you commit to either option.
02/26/2022

Pay off debt or invest the money? Things to consider before you commit to either option.

This calculator will help determine whether you should invest funds or pay down debt.

Low car lease payments look great, but do you really save money in the end?
02/25/2022

Low car lease payments look great, but do you really save money in the end?

This calculator compares the financial impact of leasing versus buying an automobile.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
02/23/2022

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Three steps may make a difference if you find yourself suddenly single.
02/19/2022

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

When was the last time you updated your will?
02/18/2022

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
02/16/2022

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
02/12/2022

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
02/11/2022

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Address

5065 California Avenue
Louisville, OH
44641

Opening Hours

Monday 11am - 8pm
Tuesday 9am - 8pm
Wednesday 11am - 8pm
Thursday 9am - 8pm
Friday 11am - 5pm
Saturday 10am - 12pm

Website

Alerts

Be the first to know and let us send you an email when The RULE Wealth Management LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The RULE Wealth Management LLC:

Shortcuts

Share

Category