419 Plum Street
Cincinnati, Ohio 45202

Erin Knodel

513.619.2571

Matt Willig

513.619.2568

 

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 
 
Video: The Independence of Financial and Emotional

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Give to Charity Without Reducing Your Legacy

Give to Charity Without Reducing Your Legacy

Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

Infographic: Personal Finances Are Like A Game of Golf

What do golf and personal finances have in common? A lot of things, but the key is confidence.

Countdown to College

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

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Smart Wedding Registry Ideas

The start of marriage should be all love–not debt.

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Comparing Mortgage Terms

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

Bi-Weekly Payments

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

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.

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To Buy or Not to Buy

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

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

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