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25201 Chagrin Boulevard
Suite 120
Beachwood, OH 44122

Phone: (216) 359-5580
Fax: (216) 359-5581

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    118 South Main Street P.O. Box 135 - Ada

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Archive - January 2023

Home Blog Archive - January 2023

  • The Ultimate Guide to a Roth IRA

    January 17, 2023

    Categories: Retirement, Savings

    If you’re looking to supplement your 401k offered by your employer or you currently do not have an option for a retirement savings account, a Roth IRA could be the savings option for you. Keep reading to learn the ins and outs of a Roth IRAs so you can decide if a Roth IRA is the right option for you! What is a Roth IRA?  Planning for retirement is uber important. Whether you’re looking to get started or wanting to incorporate another savings option, a Roth IRA can be a fantastic...
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  • Identity Theft Protection: Essential Steps to Safeguard Your Bank Account and Personal Information

    January 17, 2023

    Categories: Cybersecurity

    In the digital age, protecting your bank account and personal information is crucial! Cybercriminals are constantly devising new tactics to steal personal information and access bank accounts which poses a serious threat to your financial well-being. The good news is that there are steps you can take to safeguard your sensitive information. Today, we will walk you through the essential steps to fortify your defenses against identity theft! Understanding the Threat It’s important to be...
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  • The Spender’s Guide to Saving Money in 2023

    January 10, 2023

    Categories: Savings

    For those who love to spend money or often find it hard to restrain their purchases – this blog is meant for you to start 2023 off with smart saving habits. Spending money is most definitely easier than saving. Here are some tips to rein in on spending as well as save when spending. Keep reading for the spender’s guide to saving money in 2023.  Step 1: Automate Your Paychecks  Automating your paychecks is an easy way to save your money and hold yourself accountable to...
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