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Talk…about money

When To Call Us

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...

Rent Vs Own?

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...

Our Donations To A Worthy Cause

Community, like family, is important to us. On Friday, Dinergy donated pillows to Emery Federal Credit Unions “Pillow Fight” in Support of National Sleep Awareness Month.  The donations will provide clean, comfortable bedding for displaced families in the Cincinnati...

The Lind Family: A Cincinnati Tradition

Most of us know Joe Lind as our CEO.  Or “the guy from Elder”.  Here is a recent article from West Cincinnati Catholic Neighbors  (Feb 2025) and a great view of his family life. THE LIND FAMILY:  A CINCINNATI TRADITION For a city rooted in timeless traditions, time...

Spring Training

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...

Joe’s Deck – Part Two

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...
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