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419 Plum Street
Cincinnati, Ohio 45202

Erin Knodel

513.619.2571

Matt Willig

513.619.2568

 
Encore Careers: Push Your Boundaries Video: The Independence of Financial and Emotional Student Loan Protection The Long Run: Women and Retirement

 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

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Preparing the Future Generation

Discover why we need to plan the future for future generations today.

Financial Fixes: Get Out of the Minimum Payment Vortex

Find out how to pay off your credit cards and protect your paycheck so you can live more confidently.

Essential Steps to Avoid and Recover From Identity Theft

Identity theft is becoming more common every day. Here’s what to do if it happens to you.

4 Ways Whole Life Insurance Can Help with Business Expenses

Owning a small business is a dream for millions of Americans. Starting a business is exciting. It is also a huge commitment that comes with a unique set of challenges....

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

College Funding Ideas

The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.

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Principles of Preserving Wealth

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

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Rightsizing for Retirement

What does your home really cost?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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