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So far Vantage has created 85 blog entries.

Is a Reverse Mortgage Right for You?

2024-10-01T14:58:35-05:00By |News|

Reverse Mortgages:  A Guide to Understanding the ProgramAre you considering a reverse mortgage to unlock the value in your home? Join Vantage Ohio Regional Partner Chris Johnson and Julee Felsman of Guaranteed Rate for an insightful discussion on whether a reverse mortgage is right for you.During the session, Chris and Julee will explore both the advantages and disadvantages to empower you with the knowledge needed to make a well-informed decision.For over 25 years, Julee Felsman has been helping clients find just the right loan and successfully navigate the mortgage process. With a focus on transparency and education,

Simplifying Your Tax Planning with the 1040 Tax Calculator

2024-09-30T06:14:44-05:00By |News|

Simplifying Your Tax Planning:  Introducing the 1040 Tax Estimator for 2024 Tax planning can often feel like an overwhelming task, especially when dealing with complex numbers and multiple forms. To ease the burden and give you a clearer picture of your financial future, we’re excited to introduce the 1040 Tax Estimator. This simple and effective tool can help you estimate your taxes, whether you’re planning for a refund or calculating what you might owe the IRS. Why Use the 1040 Tax Estimator? The 1040 Tax Estimator makes tax planning easy by allowing you to enter key financial details—such as

The Cornerstone to a Wonderful Retirement: Strength and Conditioning

2024-07-24T05:44:50-05:00By |News|

The Cornerstone to a Wonderful Retirement: Strength & Conditioning By Michael Franks, Vantage Senior Wealth Advisor (2 minute read) I like to tell people, “I do not have a personality, so I lift weights.” Whether you agree with this assessment or not, the importance of strength training and quality of life is critical for your retirement years. You have been disciplined in your financial health to the point that you can finally retire. Congratulations! Retirement is a significant transition and a new beginning that can be filled with new adventures. Pursuing strength and conditioning even

Clara Newman July Elmbrook Athlete of the Month

2024-07-24T05:56:34-05:00By |Elm Grove Student Athletes|

Student Athlete Spotlight CLARA NEWMAN Brookfield East High School Diving, Pole Vaulting GETTING TO KNOW CLARA NEWMAN: Favorite food: Annie's Macaroni Shells and White Cheddar Cheese Favorite Quote: "If people know how hard I worked to get my mastery, it wouldn't seem so wonderful at all." - Michelangelo Favorite Family Tradition: Every Sunday my dad makes my brothers and me cheesy eggs. Favorite Class: Calculus BC challenged me to think less about memorization and more about truly understanding concepts. Sports Highlights: Being a member

David Spahr – June Elmbrook Student Athlete

2024-05-17T13:31:50-05:00By |Elm Grove Student Athletes|

Student Athlete Spotlight DAVID SPAHR Brookfield East High School Golf, Captain GETTING TO KNOW DAVID SPAHR: Favorite Food: Pizza Favorite Quote: "The man on top of the mountain didn't fall there." - Vince Lombardi Favorite Family Tradition: Watching the movie Elf on Christmas Eve. Pre-game Ritual: I like to talk with my teammates and keep the mood light as I go through my warm-ups. Sports Highlights: Qualifying for the state tournament as a team my sophomore year, which was the first time the team

Maximizing What You Have to Give

2024-04-24T10:36:37-05:00By |News|

Dwight Montgomery, a seasoned financial advisor with a background in helping clients enhance their wealth, now serves as the President of National Christian Foundation Ohio. In this role, he dedicates his time to educating individuals on innovative non-cash giving techniques, empowering them to optimize their charitable giving plans. Ohio Regional Partner Chris Johnson and Dwight Montgomery, CFP®, CKA® connected to discuss these strategies in this informative video.

Ristin Bendure – Cincinnati April Student Athlete

2024-07-24T05:54:54-05:00By |Cincinnati Student Athletes|

Student Athlete Spotlight RISTIN BENDURE Little Miami High School  Gymnastics, Figure Skating, Lacrosse GETTING TO KNOW RISTIN BENDURE: Favorite Food: Steak Favorite Quote: "Do the right thing when no one's watching." Favorite Pre-game Song: "Stronger" by Kanye West Sport Highlight: Bonding with my team on a scavenger hunt to find clues while being tied together with yarn. Recognitions & Activities: Captain of Cheer and Lacrosse teams, Hustle Award, Gymnastics, Figure Skating, Synchronized Skating, Cancer-Free Kids, Matthew 25 Ministries, YMCA camp counselor Unique Fact: Many people do not

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