Author Archives:

Sarah K – Point B, If I should have a daughter

Sarah K - Point B Poem at TED2011

A powerful poem and perspective to expand your world, Sarah K delivers. If you are like me, you’ll have to watch more than once and listen deeply. “If I should have a daughter, instead of Mom, she’s gonna call me Point B … “ began spoken word poet Sarah Kay, in a talk that inspired…

Long Term Care Workshop – Myths, Facts and Options

Jackson Township Library Workshop - Long Term Care Options

Join us Thursday, December 1, 2011 at the Jackson Township Branch of the Stark County Library for a free strategy session about long term care. Choose the most convenient time for you. Two Sessions: 3:30 – 4:30 pm or 5:30 – 6:30 pm. Click to download the workshop flyer here. *Long Term Care Insurance –…

Smart Money Choices – Top Ten Retirement Planning Tips

2011 Smart Money Choices, Retirement Planning, Lynn Shepherd Instructor

It’s always a joy to share retirement planning tips with people who are serious about taking action. That was the case July 29th when the Columbus State Downtown Campus Conference Center was buzzing with hundreds of people who opted to spend a Friday learning about how to make wise financial choices. Retirement planning was a…

NAIC Annuity Buyers Guide

NAIC-Free Consumer Buyer Guides

Confused about annuity or long term care options? Visit the National Association of Insurance Commissioner’s website to request your Free Consumer Guide about fixed deferred annuities, equity or fixed indexed annuities, choosing a Medigap policy, or a shopping guide to long-term care insurance. The NAIC website can be a great educational resource.

Lessons from Valentine

Valentine's Day Heart

Lesson from Valentine – Words of Love can make a difference. Write them down. 3 of the most important financial planning …

Retirement Savings Time Bomb Workshop

Retirement Savings Time Bomb Workshop - Lynn Shepherd

Are you planning to complete a 401k retirement rollover in the near future? Are you considering converting Traditional IRA into a ROTH IRA? Without the right information, you may make a costly, but avoidable, retirement mistake.