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...
by Joe Lind | Jul 20, 2025 | Financial Preparedness
Wait… is that a Back-to-School display already? Yep — somewhere between the Fourth of July fireworks and the last bite of your grilled burger, retailers snuck in the backpacks, pencils, and “First Day of School” signs. And just like that, summer is flying by...
by Joe Lind | Jul 17, 2025 | Real Estate
The dream: flip-flops in Florida from November to April, (they do have a few Skyline’s down there!) then Montgomery Inn BBQ and grandkid chaos up north all summer long. The two-home retirement fantasy is real — and frankly, with the right planning, it can be a...
