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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:

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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"

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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How much will it cost to pay off a loan over its lifetime?

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

Estimate the future value of your current savings.

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

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