by Joe Lind | Jan 29, 2025 | Uncategorized
In Cincinnati, the phrase “pitchers and catchers reporting” is more than a sign of spring—it’s the start of something magical. For Reds fans, it marks the first step toward Opening Day, a beloved holiday that celebrates fresh beginnings and endless...
by Joe Lind | Jan 28, 2025 | Retirement
Hey, quick reminder: even though we’re already cruising through 2025, you can still contribute to your 2024 Traditional IRA until Tax Day! Yep, it’s like hitting rewind on last year’s savings game. A lot of people miss this opportunity simply because they don’t know...
by Joe Lind | Jan 23, 2025 | Uncategorized
Remember the story of Joe Lind’s deck? We want to go a little deeper into that… Good customer service is the cornerstone of a smooth and positive experience, whether you’re building a deck or managing a financial portfolio. In Joe Lind’s case, his deck project...
by Joe Lind | Jan 21, 2025 | Uncategorized
The Story of Joe’s Deck: Joe Lind wanted to get his back deck replaced in the fall. Solid planning, a vision of what he wanted, and the discipline to save all came together…right up until the material actually started arriving! What happened? First, someone...
by Joe Lind | Jan 16, 2025 | Financial Preparedness, Uncategorized
It is a little late for Christmas gifts but you can ALWAYS give the gift of knowledge. When someone like you shares their knowledge with others, it can have a strong and positive effect. Examples of trusted resources include but are not limited to:...
by Joe Lind | Jan 14, 2025 | Investing, Uncategorized
The new college football playoffs are stirring up conversations—some people love the excitement, while others aren’t sold. But one thing’s for sure: it’s a work in progress. That first-round bye might sound ideal, but sometimes a challenging first game builds the grit...
by Joe Lind | Jan 9, 2025 | Uncategorized
High school basketball season is back! Players are transitioning from fall sports, dedicated hoopers are sharpening their skills, and teams are finding their rhythm. While it’s early, those first wins matter. They build momentum, boost confidence, and help set the...
by Joe Lind | Jan 6, 2025 | Uncategorized
As the cold air bites and snow blankets Cincinnati, it’s natural to start dreaming of summer—the sun, long evenings, and warmth that feels like a world away. But here’s the thing: those sunny days don’t just happen. You need to prepare now, whether it’s booking...
by Martin Murray | Nov 6, 2024 | Client Service
Thanks to Greg Beck over at FocalPoint Advisory Services for spending some time with our CEO Joe Lind to learn more about how and why we built Dinergy Wealth Management; how Joe finds that all important “me time” during the day; and why our focus on...
by Joe Lind | Nov 5, 2024 | Financial Preparedness, Investing, Nearing Retirement, Retirement, Uncategorized
Elections, regardless of the outcome, often lead to heightened uncertainty in both the political and economic landscapes. This uncertainty can introduce fluctuations in markets, shifts in policies, and potential changes to the broader economic environment. For...
