Main Street Family Advisors, Inc. works with families and family owned businesses offering investments, insurance and consulting in the Greater Cincinnati area. We are located in historic and beautiful downtown Sharonville. We invite you to browse our website to learn more about our services and offerings.
Please contact us by phone or email should you have any questions, or to see how we can add value and clarity to your financial picture.
At Your Service,
The MSFAI Team
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn a little about worldwide currency in this fun infographic
It's important to understand how inflation is reported and how it can affect investments.
Do you have an estate strategy? You should.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?