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,
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The item most homeowners forget on their home improvement project checklist is insurance.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here are 4 great, and sometimes unexpected, places to raise a family.
The true cost of raising a child may be far more than you expect.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Smart investors take the time to separate emotion from fact.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, cracking the code on bonds.
There are a few things to consider when buying or leasing your next vehicle.
Do you know how to set up your financial goals for success? This knight does.