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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Tax preparation may be the perfect time to give the household budget a check-up.
Tips on insuring your teen driver.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Taking your Social Security benefits at the right time may help maximize your benefit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Investors seeking world investments can choose between global and international funds. What's the difference?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.