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419 Plum Street
Cincinnati, Ohio 45202

Erin Knodel

513.619.2571

Matt Willig

513.619.2568

 
Behavioral Finance Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Encore Careers: Push Your Boundaries

 Erin Knodel & Matt Willig

Financial Coaches are ...

  • partners with you and your family, or business partners, helping you navigate your relationship with money through all stages of your life
  • interested in impacting your behaviors and habits with money, putting you on a positive trajectory to make you financially bulletproof
  • specialists in making complex financial and life decisions easy to understand

We do the research for you. We ...

  • focus on the whole person, family, household or business, providing education and coaching to enhance your life, relationships, and financial outcome
  • help build confidence in knowing that you’re on the right path
  • provide leadership in areas of finance and communication within your home
  • help you embrace making changes in your lives to reach your objectives

Helpful Content

Financial Hacks for Millennials: Slay Your Student Debt

Financial Hacks for Millennials: Slay Your Student Debt

Student debt has become a reality for one in three U.S. citizens between the ages of 18 and 29, amounting to a nationwide debt of $1.5 trillion. And it can take a toll– not only on your wallet— but on your mindset.

Student Loan Protection

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

 

Starting Out: Reconciling Debt and Opportunity for Young Adu

“Wherever you go, there you are” is a classic reminder to live consciously and fully in each moment. In terms of financial confidence and well-being for young adults, that advice makes excellent sense as well.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Financial Confidence: The Gift that Keeps on Giving

Gift-giving is an important and cherished part of the holiday season for people around the world.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Financial Hacks for Millennials: Going Back to School

As we continue to readjust our lives to a global pandemic, you may be wondering if now is the time to use that time to go back to school to pursue a higher degree, or if you can build new skills in other ways.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Rightsizing for Retirement

What does your home really cost?

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

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