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 Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Gaining a better understanding of municipal bonds makes more sense than ever.
If you find it hard to attain personal life goals, there’s an app for that!
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?