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.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
What does the Tax Reform and Jobs Act mean for you?
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
For many, retirement includes contributing their time and talents to an organization in need.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.