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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.

Why You Need an Investment Philosophy

Cory Sims | Mar 16, 2023
Categories
Investments
Finance
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

Cory Sims | Mar 9, 2023
Categories
Finance
Toddler standing at the bottom of a stone staircase

Investment Strategy: Where You Are Now vs. Where You're Headed

Cory Sims | Mar 2, 2023
Categories
Investments
Ten key accounting calculator on a soft yellow desk

Organization Tips to Help Take Time off Taxes

Cory Sims | Feb 23, 2023
Categories
Tax Planning
Professionally dressed man and woman looking at a tablet

Why Financial Professionals Are Still Important

Cory Sims | Feb 16, 2023
Categories
Robo Advisors
Finance
A calculator and a pen on top of a graph

5 Year-End Tax Planning Opportunities

Cory Sims | Feb 9, 2023
Categories
Tax Planning
Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

Cory Sims | Feb 2, 2023
Categories
Finance
Tax Planning
Man sitting on a park bench and working on a laptop

Financial FAQs

Cory Sims | Jan 26, 2023
Categories
Finance
Retirement
Parent reading a book to their newborn child

What does "Wealth" Mean to You?

Cory Sims | Jan 19, 2023
Categories
Finance
Lifestyle
Woman sitting on a rock looking out at lake. In the distance is a large mountain range

It's Never Too Late to Save for Retirement

Cory Sims | Jan 12, 2023
Categories
Retirement
Two people having a picnic by a lake

How do I Start Planning for Retirement?

Cory Sims | Jan 5, 2023
Categories
Retirement
Parents holding their child's hands. The child is jumping

Sending Your Kids to College: What Should You Really Expect?

Cory Sims | Dec 29, 2022
Categories
College

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Cincinnati, OH 45208

 

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