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Coastal view of a white villa overlooking the blue ocean

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:

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  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.

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

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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"

Explains using life insurance to make meaningful charitable donations.

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Explains provisions allowing rebates for home energy efficiency and electrification projects.

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This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Open enrollment is your chance to make every benefit count.

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This calculator can help you estimate your annual federal income tax liability.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate how much income and savings you may need in retirement.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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