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.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Earnings season can move markets. What is it and why is it important?
When considering life insurance, it's important to understand your options.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
How to help determine life insurance needs to provide for your family after you pass away.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
With alternative investments, it’s critical to sort through the complexity.
How will you weather the ups and downs of the business cycle?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.