Welcome to Dinergy’s risk assessment tool. By clicking the continue button, you’ll answer a few questions to learn how you feel about financial risk. As a security measure, you’ll leave our website and create an account with Nitrogen, our analytics partner. Your personal information such as phone numbers and email addresses will be kept strictly confidential.

Talk…about money

Let’s Talk Now So You Can Enjoy the Holidays: Medicare Open Enrollment

by Joe Lind | Nov 7, 2025 | Financial Preparedness, Nearing Retirement

Every fall, like clockwork, my inbox fills up with questions about Medicare. And I get it — the enrollment window is short, the choices are endless, and the fine print can make your head spin. But here’s the truth: the best time to review your Medicare coverage isn’t...

Let’s Talk Now So You Can Enjoy the Holidays: Estates and Gifting

by Joe Lind | Oct 31, 2025 | Financial Preparedness, Nearing Retirement

Every December, without fail, I get the same call: “Joe, can I still make that gift to the kids before year-end?” And my answer is usually something like, “Yes, but let’s make sure you’re not wrapping your checkbook in a bow five minutes before midnight on December...

Let’s Talk Now So You Can Enjoy the Holidays: Year-End Tax Planning

by Joe Lind | Oct 24, 2025 | Financial Preparedness

I know what you’re thinking. “Tax planning? Joe, it’s not even Thanksgiving yet. It isn’t even November yet!!” But here’s the deal: by the time you’re carving the turkey and trying to remember which grandkid hates mashed potatoes, it’s too late to make the...

Year-End Planning: Don’t Wait Until the Turkey’s in the Oven

by Joe Lind | Sep 26, 2025 | Financial Preparedness

We’re just barely past Labor Day, the kids are back in school, and the Bengals are only a couple games into the season. So why am I already talking about year-end financial planning? Because, like Christmas decorations in October, it sneaks up on you faster than you...

Skyline? Gold Star? Price Hill Chili? It’s About What Works for You—Just Like Investing.

by Joe Lind | Sep 1, 2025 | Financial Preparedness

If you’ve lived in Cincinnati longer than a week, someone has probably asked you “Skyline or Gold Star?”—like it’s some sort of personality test. And then there are the die-hards who’ll say, “Forget those chains, it’s Price Hill Chili or nothing.” (We see you West...

4 Things You Always Wanted to Know From Your Financial Advisor But Were Afraid To Ask

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...

« Older Entries

Next Entries »