McCarthy & Cox Retirement & Estate Specialists LLC

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McCarthy & Cox Retirement & Estate Specialists LLC Investment advisory services offered through Kintra Wealth, LLC a registered investment adviser. Securities offered through Mutual Securities Inc.

member FINRA/SIPC. Kintra Wealth LLC & Mutual Securities Inc. are independently owned & operated companies. Advisory services offered through Kintra Wealth, a Registered Investment Adviser.

10/30/2026

🎃 Scary Financial Fact: The things that hurt financial plans most often aren't monsters under the bed... they're the risks people don't see coming.

👻 Outliving your savings
💀 Outdated beneficiaries
🕸️ Rising healthcare costs
🦇 Inflation eating away at purchasing power
🎃 Major life changes without a plan

The good news? Unlike a horror movie, these endings can be rewritten with proactive planning.

Check out this fun bit of local history! We are proud to be a part of the Marysville community.
10/29/2026

Check out this fun bit of local history!
We are proud to be a part of the Marysville community.

SCARYSVILLE is back in Historic Uptown Marysville, TOMORROW, Saturday, October 24 from 10 AM - 2 PM, and it's shaping up...
10/23/2026

SCARYSVILLE is back in Historic Uptown Marysville, TOMORROW, Saturday, October 24 from 10 AM - 2 PM, and it's shaping up to be a spook-tacular day of family fun! 🎉🎃

🍬 Trick-or-treat with Uptown businesses
🎭 Kids Costume Contest
🐶 Pet Costume Contest
🎨 Pumpkin Painting & Mask Making
🛼 Roller Rink
🎢 Inflatable Slide
🛍️ Local Vendors
✨ And so much more!

Grab your costumes, bring the family, and spend the day making memories while exploring all the charm that Marysville has to offer. 🧡🖤 City of Marysville, Ohio - Government Main Street Marysville

As asset-rich baby boomers age, adult children take on the role of Family CFO long before they inherit — managing everyt...
10/21/2026

As asset-rich baby boomers age, adult children take on the role of Family CFO long before they inherit — managing everything from finances to estate plans. Here are six steps to do it well. https://tinyurl.com/49jjmcue

Bridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income stra...
10/16/2026

Bridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income strategies and expert guidance. https://tinyurl.com/4fw58y8b

For Honda associates who are already eligible to retire, timing could become especially important. There is no one-size-...
10/14/2026

For Honda associates who are already eligible to retire, timing could become especially important. There is no one-size-fits-all answer.

But with the possibility of a significant change in pension values next year, now is the time to run the numbers, not March 31.

⏰ Approaching retirement? Learn more at www.mccarthyandcox.com/lumpsum and contact us.

➡️ Already retired? Share this info with friends, family members and former coworkers. A simple share could help someone realize they have an important financial decision to make before April 1.

If you find yourself selling a parent's house or getting your own house ready for market check out some of these lessons...
10/12/2026

If you find yourself selling a parent's house or getting your own house ready for market check out some of these lessons learned from someone who has "been there, done that." https://tinyurl.com/5skccf

A market rally drove 401(k) balances to new heights in 2026. How does your account balance stack up? https://tinyurl.com...
10/07/2026

A market rally drove 401(k) balances to new heights in 2026. How does your account balance stack up? https://tinyurl.com/2nxc5w2y

Worried about outliving your money or paying for health care? These five strategies can erase retirement anxiety and pro...
09/30/2026

Worried about outliving your money or paying for health care? These five strategies can erase retirement anxiety and protect your savings https://tinyurl.com/2awytuy6.

Address

127 W 5th Street
Marysville, OH
43040

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19376440351

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