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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:

help@maxretirementincome.com

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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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"

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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