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The Cornerstone to a Wonderful Retirement: Strength and Conditioning

2025-03-12T05:18:52-05:00By |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

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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.

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A Ray of Hope During Tax Season

2024-02-27T12:54:59-06:00By |News|

  A Ray of Hope During Tax Season By Senior Wealth Advisor Michael Franks     Sources: https://tax.ohio.gov/individual/resources/scholarship-donation-credit https://charitable.ohioago.gov/Scholarship-Granting-Organization-Certification/List Vantage Financial does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments or planning strategies may be appropriate for you, consult your financial advisor or other industry professional prior to investing or implementing a planning strategy. As always please remember investing involves risk and possible loss of principal and past performance does not guarantee future returns; please seek advice from a licensed professional.

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Medicare 101 with Benefit Advisor Josh Kinzel

2023-11-02T16:39:47-05:00By |News|

Medicare 101 with Josh Kinzel of Seniority Benefit Group. Ohio Regional Partner Chris Johnson speaks with Benefit Advisor Josh Kinzel about helping senior citizens as they transition into retirement find the right Medicare health plan. Josh Kinzel is passionate about helping clients find what's best for their budget and needs. Being part of an independent insurance agency allows Josh to view the entire insurance landscape and take an unbiased approach. Choosing the right Medicare health plan is a difficult and overwhelming task. Listen to the 101 Medicare webinar to help answer some of your questions

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Digital Fasting

2024-09-30T07:06:43-05:00By |News|

Digital Fasting (2-min. read) By Michael Franks, Vantage Senior Wealth Advisor Unplugging to regain self-control. Welcome to the cyborg age! I was waiting in the doctor’s office the other day and everyone, including myself, had their nose buried in a smartphone. We are constantly bombarded by information, most of which is not pertinent to our lives and out of our control. You probably have heard of intermittent fasting as it is all the rage, but what about digital fasting? Unplugging from all connected devices for a day or even a weekend has many benefits. Primarily, it

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The Missing Link in Estate Planning

2024-10-11T04:29:32-05:00By |News, Uncategorized|

Letter of Instruction: The Missing Link in Estate Planning By Christopher K. Johnson, CEP®, CRPC®, CLTC, AAMS®, AWMA® Ohio Regional Partner If you worked with your estate planning attorney and financial professional to create and update a complete plan, including a will and other estate documents, congratulations! You took care of an important, often neglected need. However, a glaring hole, if left unattended, can cause havoc for loved ones you leave. A letter of instruction helps fill that gap, potentially heading off future confusion and estate disputes. A non-legally binding document, this letter informs loved ones and other beneficiaries

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2023 Housing Market with Julee Felsman

2024-09-30T07:05:00-05:00By |News|

2023 Housing Market with Julee Felsman of Guaranteed Rate.  Julee Felsman has been working as a lender for 29 years. With decades of industry experience, she has developed a passion for education and transparency in the lending process. Using her knack for creative problem-solving, she is able to help buyers, homeowners, and investors achieve their real estate goals. Julee has been recognized as part of the Scotsman Guide’s Top Originators, a member of Guaranteed Rate's Chairman Circle, and named Best Mortgage Broker in the Best of Portland Reader's Poll (Willamette Week, 2019 and 2020). If

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Rising Interest Rates: Impact on Consumers and the Economy

2025-03-12T05:20:25-05:00By |News|

  Rising Interest Rates: Impact on Consumers and the Economy (2 min. read) Written by Vantage Wealth and Tax Advisor Jarrod Hart Interest rates hitting a 16-year high have raised concerns about the impact on the economy and consumers. The Federal Reserve's decision to raise interest rates is aimed at tackling rising inflation, which has been a persistent concern since the economy reopened in mid-2021. While the Federal Reserve initially believed that inflation was transitory, eight interest rate increases later, they are now taking a more proactive approach to combat inflation. The recent decrease in the month-over-month

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Credit Card Points and Management with Bryce Conway

2025-03-12T05:27:28-05:00By |News|

Credit Cards Points and Management with Bryce Conway Founder of 10xTravel.com, Bryce Conway will teach you the basics in this free, virtual session. Get the answers on which credit cards to use and when, how to earn an abundance of points and miles without flying, how to redeem existing points for maximum value, and more. Bryce has been using points and miles to travel all over the world with his family for nearly a decade. An Ohio native, Bryce now teaches this skill to hundreds of thousands of people every year. Disclaimer: All opinions expressed

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Money-Saving Tax Planning with Amanda Stark

2024-09-30T07:17:20-05:00By |News|

https://youtu.be/0TUtzHlLuRk Money-Saving Tax Planning with Amanda Stark This tax planning webinar is what your money and hard work deserves. Vantage Tax Planning Strategist and Wealth Advisor Amanda Stark (Carroll University '18) shares money-saving tax strategies young professionals should take advantage of while discussing tax basics to put your mind at ease. Highlights include benefits to ROTH's, 401Ks, college savings plans, tax brackets and more. Disclaimer: All opinions expressed in this video are for general informational purposes only. Vantage Financial does not provide tax or legal advice, and nothing contained in these materials should be

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