Your Retirement Journey Begins Here...
Citizen Advisory Group is a comprehensive retirement planning firm that helps Northwest Ohio’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey. As your retirement guides, allow our team to help you:
- Protect and preserve your retirement savings and investments
- Create an income plan for retirement
- Structure health care medical coverage through Medicare
- Plan for long-term care medical needs
- Develop and implement an estate plan
In today’s new and challenging economic environment, you must not only save and invest strategically in order to retire, but you must also take distributions from your accounts during retirement in the most efficient manner as well. Count on us as your retirement guides to help you get to and through your golden years.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Six overlooked tax deductions to help manage your tax bill.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This worksheet can help you estimate the costs of a four-year college program.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Are you ready for retirement? Here are five words you should consider.
Understanding the cycle of investing may help you avoid easy pitfalls.
A quick history of the Federal Reserve and overview of what it does.
Three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that home, you invested that money?