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1
Aug08

Challenges of Aging

Planning for the challenges of aging is one of those situations we are probably inclined not to want to think about, either for ourselves or ...
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scam
Aug01

Scams

We wanted to bring to your attention the recent increase in social media scams designed to entice you into fraudulent financial activities.  We have probably ...
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women
Jul29

Not Just For Men 

It’s crucial for women to plan and take control of their finances just as much as it is for men. When an “if only” happens, ...
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rmd
Jul20

RMD Timing

There have been some recent discussions about what the best way is to take out your RMD, and whether it is better to take it ...
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retirees on beach
Jul03

Preparedness Plan

Nearing retirement can be a stressful time as we shift from working to provide an income, to needing our money to work at providing that ...
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federal retirement
Jun23

Federal Retirement

We’ve been having many conversations about the potential impact of the pending legislation, known as H.R.1, which proposes the elimination of the FERS annuity supplement, ...
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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.