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
Helpful Content
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Emerging Market Opportunities
What are your options for investing in emerging markets?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Surprises
Making the most of surprises is a great reason to work with us.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.