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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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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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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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Is This Year a Good Year To Retire?

There is nothing generally inherent in any given year that says it’s a bad or good time to retire. The question that needs to be ...
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Behavioral Decision Making

We often think that emotions only impact inter-personal decisions, however making consequential financial decisions in a heightened emotional state also generally isn’t a good idea.  ...
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Just in Case

Late in life job loss can be devastating on many fronts. One area we haven’t discussed before is a different use of an annuity you ...
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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.