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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Purchasing homeowners insurance is critical for protecting your home.
There are common mistakes you can avoid when saving for retirement.
What can be learned from the savings rate?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Making the most of surprises is a great reason to work with us.
Investors seeking world investments can choose between global and international funds. What's the difference?
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?