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,
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Building wealth requires protection from the forces of wealth destruction.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Don’t overlook the need for renter’s insurance if you rent your home.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This checklist can give you a quick snapshot of how prepared you are.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn how to harness the power of compound interest for your investments.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here’s a quick guide to checking to see if you have unclaimed money.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.