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The Retirement Specialists of Central Ohio      (& East TN)

974 North 21st Street, Suite C1
Newark, OH 43055

Phone:

740-345-0055

Fax:

865-381-1962

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Atten: Pension Offer Recipients, Got Questions? Request free report

Settlement Specialists of Central Ohio logo

OPERS, STRS, Municipal employees as well as Postal Workers, Federal Employees,CSRS, FERS and Thrift Savings plan members, and AEP Retiree's.

Retirement Reports:

  1. 11 Mistakes People Retiring Make

  2. What I need to know to maximize my pension.

  3. Investor Repair Kit

  4. Request an invite to our next event "9 Retirement Time Bombs to Avoid."

  5. Forgotten Veterans Benefits for Health Care Costs

  6. Beneficiary Checklist

  7. Retirement Income: How much can I withdraw for income?


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most important, we hope you see the value of working your plan to reach your personal milestones in life.

"Cessation of work is not accompanied by cessation of expenses".
Cato

Our site is set up to educate you about the basic concepts of financial management; to help you learn more about who we are. Ask us about our "Retirement Ready Report"

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Describes financial burdens associated with end-of-life care and funerals.

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Provides tips for managing rising food prices through smart shopping.

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How Long Will It Take to Pay my Balance?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much Disability Income Insurance do you need?

This calculator can help you determine how soon you can pay off your mortgage.

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