Serious Money Ohio

04/03/2026

Hi everyone! 👋

I’ve decided to stop using Facebook as a channel for any news or updates.

From now on, I’ll be sharing these items on my website’s blog and on my Google Business Profile.

👉 Serious Money Ohio

Find local businesses, view maps and get driving directions in Google Maps.

03/22/2026

A physical piece of 1795—still in someone’s hands today. Right here in Northwest Ohio.

This silver dollar was struck just a few years after the United States was born.

Imagine the world it entered—no modern banking system- just trust, trade, and survival.

Fast forward 230 years, and it now sits in the hands of one of my clients- an unbroken link between generations.

That silver dollar has been carried, traded, protected… and somehow endured.

History isn’t always in museums.
Sometimes, it’s quietly passed from one steady hand to the next.

03/18/2026

Pre-1933 silver coins combine 90% silver content with rarity, offering both intrinsic value and collectible appeal.
Today, with inflation and economic uncertainty, these coins serve as a tangible hedge and a globally recognized store of wealth.
Their age, scarcity, and historical significance make them more valuable than modern silver, appealing to investors seeking security and legacy in uncertain times.

03/10/2026

Imagine a Jeep rolling off the line every 2-minutes!

A long ago look inside the Jeep plant. Over half of the 700,000 military vehicles produced for WWII were made right here.

Toledo and its suburbs - Sylvania, Perrysburg, Waterville and all the others - have such a rich history and tradition.

03/09/2026

🚘 1915 Willys-Overland Plant viewed from above

Toledo knows how to build things that last — your retirement income should be one of them!

Call your “money person” and have a “retirement income checkup” soon.

Keep your nest egg working at full capacity.

03/05/2026

Many of us remember when Franklin Park Mall was the place to be.

Packed parking lots. Busy stores. Energy everywhere. It felt like it would always thrive.

But things changed.

Anchor stores left. Traffic slowed. Decisions made years earlier began to matter.

Today the mall is still there…but it isn’t what it once was.

Retirement can follow a similar path.

Without a clear income strategy, thoughtful tax management and proper risk planning, even a strong retirement can gradually lose momentum.

If you’d like a complimentary Retirement Income Checkup you can learn more at SeriousMoneyOhio.com, or send me a message.

02/24/2026

Retired in Northwest Ohio or Southeast Michigan? You're not alone in wondering how your tax bill got so large — sometimes small tax tweaks can make a big difference. I help retirees avoid RMD timing mistakes, manage taxable Social Security, and plan deductions so more of your income stays with you.
Visit our website for more information or to schedule a structured review.
🧾🔍

02/19/2026

Thinking of retiring as a bull market winds down? Our latest post breaks down practical steps to protect your nest egg — from sequence-of-returns risk to portfolio adjustments and income planning. Read more and plan with confidence: https://wix.to/0KendHx

Retiring is a huge milestone, and timing it right can make a big difference in your financial security. If you’re thinking about retiring as the end of a stock market bull market approaches, you’re probably wondering what that means for your nest egg. Bull markets are exciting times when stock p...

02/11/2026

Today a client found this tucked away in a life insurance policy I had reviewed for her mother-in-law in 1984.

02/05/2026

Retirement should feel secure — not stressful. I’m sharing advanced, Ohio‑specific tax strategies to help you keep more of your hard‑earned income: timing withdrawals for the retirement income deduction, Roth conversions before retirement, managing RMDs, and using HSAs and charitable giving strategically. Want a clear, coordinated plan that ties taxes, income, investments and estate planning together? Let’s review your situation and build a tax-smart roadmap for the next chapter. Read more and get practical steps here: https://wix.to/ZuwtYfR

What’s one tax question you’ve been unsure about? Ask below — I’ll answer. 😊

Retirement is a time to enjoy the fruits of your labor, but it also brings new financial challenges. Taxes can take a big bite out of your retirement income if you’re not careful. That’s why I want to share some advanced tax strategies for Ohio retirees that can help you keep more of your hard-e...