by Joe Lind | Aug 16, 2025 | Uncategorized
You know how most folks meet with their financial advisor once or twice a year — maybe at tax time or when it’s time for the annual review? That’s great, and it keeps things on track. But life doesn’t always follow a neat calendar. Sometimes, big things happen between...
by Joe Lind | Aug 16, 2025 | Investing
If you’ve ever spent August on a scorched practice field doing two-a-days, you know it’s no picnic. And if you know Cincinnati football, you know Elder High School doesn’t take preparation lightly. Whether you’re a senior gearing up for one last season under the...
by Joe Lind | Aug 14, 2025 | Uncategorized
Ah, the classic question as you near retirement: Should I own my home outright, or keep renting? It’s not as black-and-white as it looks on a spreadsheet — especially if you’re looking at retirement as the time to simplify, travel more, or just stop fixing leaky...
by Joe Lind | Aug 7, 2025 | Financial Preparedness
Let’s face it — sitting down with a financial advisor can feel a little like visiting the dentist. You know it’s good for you, but you might be secretly dreading it. And just like at the dentist, there are always those questions bouncing around your head that...
by Joe Lind | Jul 31, 2025 | Financial Preparedness
A Few Summer Thoughts: Ah, the slow days of summer in Cincinnati — the crack of the bat at Great American Ball Park, the hopeful chatter about what the Bengals might look like this fall, and maybe a little more time to kick back on the porch. I’m not here to interrupt...
