In speaking recently with many potential clients, I’ve fielded inquiries over and over about the minimum investment amount required to come on board with us.
To me, it always seems as though Labor Day weekend is the official conclusion of summer. On Tuesday morning, kids around the country went back to school, swimming pools closed, and this year’s vacation season came to an end.
Last Tuesday, the Family Financial Foundation (our nonprofit organization) hosted its annual “A Good Walk Spoiled” Golf Scramble. This year, the event was held at Keene Run Golf Club, and we had a great time!
While tax season seems far away, the reality is that we are more than half-way through 2014, and we are having many tax-related discussions with clients. No one wants to pay any more taxes than they have to, so we help clients be as tax efficient as possible. As a client once told me, “While Uncle Sam might be a relative because he’s my uncle, I don’t like him that much, so I don’t want to give him a penny more than I have to”.
Last week, my oldest son Gates brought home one of those terrible school fundraisers. You know, the kind we all dread that requires your child to raise sponsorships in order to earn a cheap and useless prize. This time, the prize was a giant plastic Frisbee, and Gates wanted it… desperately.
We have become a very news-conscious society. Thanks to social media, live-streaming newscasts and online journalism, we have access to information instantly, and can read about current events as they’re happening. While this instant access may give us tools to make more informed decisions, it has also introduced a whole new level of worry into our culture.
By now, 2014 is in full swing for most of us. The Christmas decorations have been removed and plans for the new year are underway. Personally, I have made some remarkable changes in my life already this year. First, I finally got around to cancelling the gym membership I bought five years ago (most of you are probably surprised that I even had a gym membership in the first place!). I also recently polished off what remained of a box of chocolates from Christmas. Now that those sweets are gone, I’m feeling deprived of chocolate and very thankful that Valentine’s Day is coming soon!
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Phone: 859.219.1006Fax: 859.219.1012
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Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TX, WV, VA and WA and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, OH, PA, SC, TX, WA, and Washington DC. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.