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:
Atten: Pension Offer Recipients, Got Questions? Request free report
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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11 Mistakes People Retiring Make
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What I need to know to maximize my pension.
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Investor Repair Kit
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Request an invite to our next event "9 Retirement Time Bombs to Avoid."
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Forgotten Veterans Benefits for Health Care Costs
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Beneficiary Checklist
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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"
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.