Broker Check

419 Plum Street
Cincinnati, Ohio 45202

Erin Knodel

513.619.2571

Matt Willig

513.619.2568

 
Retirement and Quality of Life Behavioral Finance Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

 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

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

 

Financial Hacks for Millennials: Ways to Use Your Tax Refund

There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.

What Generation Z Employees Really Want

Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

6 Steps to Rewire the Mind-Money Connection

People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.

10 Scary Facts About Retirement

While you’re exploring the new opportunities the next phase in your life offers, these shocking facts add a healthy dose of reality to your retirement planning.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Disability Income

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

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Principles of Preserving Wealth

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

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Saving for College 101

Here’s a crash course on saving for college.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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