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Feb27

Timing

When you withdraw your first RMD may impact your taxes. You may wonder how that can happen, and with tax season approaching, we thought it ...
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Annuity
Feb13

Joint and Why Not?

We’ve received some questions lately regarding joint ownership of an annuity, and why it can’t be done in qualified accounts. Joint ownership of an annuity ...
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1
Feb06

Not Surprising

It is not surprising that the thought of retiring is overwhelming to many due to major life shifts. This could include financial uncertainty, loss of ...
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scam
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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policy
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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Change
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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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.