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Jan30

It’s That Time of Year

Since January is a popular month for email scams, here are some tips to help avoid them and keep the good times going all year ...
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Jan16

Preparing for the Future

Some clients have asked us what the difference is between having a life insurance policy that benefits their family, and having an annuity policy that ...
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Nov23

Choice and Chance

There is no one “ideal retirement.” But there are many ways to have a happy retirement if you have reflected on the choices you have, ...
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Nov06

Longevity

We frequently write about longevity and how important it is to have savings we don’t outlive. And while we’ve always striven to give our clients ...
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Oct24

Evolution of Life Insurance

Years ago, it seemed as if the only reason to purchase life insurance was simply to make sure loved ones who depend on your income ...
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Sep30

Working After Retirement

Working after retirement brings with it the need to understand certain tax and contribution rules governing the way you can use and/or continue to contribute ...
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By contacting Dustin Grimes OH Insurance License #804074 / DPG Senior Signature Solutions / DBA Grimes Financial Partners OH Insurance License #1130721, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.