Blog

Blog


Featured Post

How COVID-19 Has Impacted Retirement Confidence

The Transamerica Center for Retirement Studies recently conducted an online survey of more than 6,000 people in the U.S. and found that many are feeling financially vulnerable.

Americans are feeling a distinct lack of confidence, particularly when it comes to retirement. Whether employed or unemployed, the survey found that 23% of workers are no longer certain they can retire comfortably following the coronavirus pandemic.

We can teach you some retirement planning strategies that will prepare you for almost any situation. Give us a call at (614) 408 – 0004.

Latest Posts

4 Red Flags to Watch Out for in Your Annuity Provider

A new Ohio law attempts to impose ‘best interest’ fiduciary standards onto life insurance and annuity providers. However, these standards are extremely vague and still leave from for abuse to consumers. Many annuity providers and so-called financial advisors plant their product as a solution to a variety of problems, when in reality another product is likely more useful. Below are 4 cautionary tales from clients that have come to us for help in the past. If any of these situations have happened to you or a loved one, or are currently happening, we encourage you to seek out additional financial tools and professionals.

How to Become Your Own Financial Hero

A good leader starts by leading themselves. I had the pleasure of talking with my good friend Mary Rauchenstein on my podcast this week about what qualities a good leader posses, and what the differences are between a leader, mentor, coach and manager. You can use these strategies to start managing your own financial life.

financially resilient

How to be Financially Resilient

The worst way to invest is by acting on emotions. When unexpected changes occur in the economy, most people tend to panic. Financial resilience isn’t about avoiding all those bad things that can happen to you (for example, a pandemic, or getting laid off) because, inevitably, those things will happen. Instead, financial resilience is about being able to deal with those things when they do happen.

Life insurance and estate planning

Types of Life Insurance and How They Can Be Used in Estate Planning

Many of us start thinking about life insurance when we get our first full-time job and the company’s HR representative asks us “Do you want to enroll in the employer’s group life insurance policy?”. Most people think “Why not?” and sign up, naming a family member as the beneficiary of their policy, and then neverContinue reading “Types of Life Insurance and How They Can Be Used in Estate Planning”

Loading…

Something went wrong. Please refresh the page and/or try again.

Take Charge of Your Financial Future

We understand just how big of a decision choosing the right Financial Advisor can be.

*By submitting this form you agree to receive follow-up email financial planning content from us

655 Metro Place South
Suite #440
Dublin, OH 43017 USA

info@dupontwealth.com
(614) 408 – 0004