Main Street Family Advisors, Inc. works with families and family owned businesses offering investments and consulting in the Greater Cincinnati area. I am located in historic and beautiful downtown Sharonville. I invite you to browse my website to learn more about my services and offerings.
Please contact me by phone or email should you have any questions, or to see how I can add value and clarity to your financial picture.
At Your Service,
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Do you have an estate strategy? You should.
In the face of divorce, making changes to insurance coverage may be overlooked.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Marriage changes everything, including your insurance needs.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Good employee health can be great for the company’s bottom line.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A special needs trust helps care for a special needs child when you’re gone.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It’s never a bad time to speak with your financial professional about changes in your situation.
There’s an alarming difference between perception and reality for current and future retirees.