Complete Wealth Strategies
Empowering our clients to take control of their financial lives.
We manage and organize the financial affairs of successful retirees, entrepreneurs, and professionals.
06/17/2026
Ever wonder about those free credit scores you get once a year?
The Lowdown on Those Free Credit Scores What’s the deal with your yearly free credit report?
06/15/2026
As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.
Making Sense of HSAs and FSAs How HSAs and FSAs might help your household.
06/14/2026
How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.
Why Do Renters Have to Save More? How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
06/12/2026
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
Silver Sneakers 101 Medicare’s popular program, offering free gym membership and health education.
06/10/2026
Do you know the difference between a credit lock and a credit freeze?
Should I Accept a Free Credit Lock? Learn the ins and outs of credit locks, freezes, and more.
06/08/2026
Explore how inflation has affected purchasing power over the decades with this historical tool.
Historical Inflation See how the purchasing power of a dollar has changed over time due to inflation.
06/07/2026
Some simple, inexpensive energy-saving tips that may help you save money.
A Penny Saved is Two Pennies Earned Here are some simple and inexpensive energy-saving tips that may help you save money.
06/05/2026
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
Buying vs. Leasing a Car Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
06/05/2026
Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.
Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.
Sick of Being Bugged to Borrow? https://link.theepochtimes.com/mkt_app/opinion/sick-of-being-bugged-to-borrow-6043245?utm_source=andshare
Click here to claim your Sponsored Listing.
Contact the business
Address
1055 St Paul Place
Cincinnati, OH
45202
Opening Hours
| Monday | 9am - 5am |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 11am - 3pm |