Broker Check

419 Plum Street
Cincinnati, Ohio 45202

Erin Knodel

513.619.2571

Matt Willig

513.619.2568

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

 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

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

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

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

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Pay it Forward: Financial Wellness for Employees

Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees.

Is it Too Late to Plan for Retirement?

These financial strategies can get you on track even if it feels too late to plan for retirement.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Big Little Things: 5 Easy Ways to Protect Your Money

Put measures in place to help you replace a portion of your income if the unexpected happens.

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What Is My Current Cash Flow?

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Paying Off a Credit Card

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

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

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

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

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

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Principles of Preserving Wealth

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

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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.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here’s a crash course on saving for college.

Charitable Giving: Smart from the Heart

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

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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