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May02

Unsettled

After years of diligent saving, many retirees become unsettled by the volatility in the markets, along with the risk of the unknown. The free-floating anxiety ...
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Apr25

Our Ideas are Resilient by Design

Uncertainty continues to be the only constant, and volatility is likely to continue as the market reacts to the changing trade landscape. While that can ...
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Apr13

Co-Piloting

We all know that it is not uncommon for one spouse to be the primary decision-maker when it comes to managing a couple’s money. But ...
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Apr04

Chances of Success

We often speak with individuals who provide us with calculations for our retirement income, which calculations are based on various assumptions, from asset allocation to ...
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Mar30

Blended Families

We frequently receive inquiries from family members of decedent owners of various insurance products where there is a disconnect between their impression of who the ...
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Mar22

Near or Far

It isn’t always easy to save for retirement, in part because, for many people, it is far enough away that we don’t feel any sense ...
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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.