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2019 Tax Planning Guide 4 Critical Social Security Facts Guide Women & Investing Guide Monthly Educational Articles
 
 
 

YOUR RETIREMENT JOURNEY BEGINS
HERE.

 
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Citizen Advisory Group is a comprehensive financial services 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:

 
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Protect and preserve your retirement savings and investments

 
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Create an income plan for retirement

 
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Structure health care medical coverage through medicare

 
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Develop and implement an estate plan

 
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Plan for long-term care medical needs

 
 

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.

 

 
 

CONTACT US

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In the News

 

Monthly Market Review

Access our monthly Market Review commentary which provides a simple, easy-to-understand assessment of the economy and financial markets. Do you have specific questions? Feel free to send us a message!

 
Market Review
Tides Can Change
Tides Can Change

Stock markets are powerful voting machines and quickly update as new information is made available. For investors, a prudent course of action is to remain optimistic.

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A Wild Month for Wall Street
A Wild Month for Wall Street

US stock prices sunk in what was a myriad fourth-quarter and especially dour December. From October’s peak to December’s bottom, the S&P 500’s index level had fallen almost 15%.

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Zigs and Zags
Zigs and Zags

The exasperation in international stock markets are in lockstep with the US stock market’s pursuit to find a new bottom. As a whole, broader international stock markets are nearing correction levels this year.

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Pushing Through
Pushing Through

The S&P 500 nearly lost 10% between September 20th and October 29th. At its worst moment, year-to-date gains flipped from being positive to being negative.

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Global Divide
Global Divide

US and international stock market divergence certainly has investors wondering about US stocks.

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A Matador's Market
A Matador's Market

In the backdrop for US stock performance has been another quarter of excellent profit growth.

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Real Growth
Real Growth

Now, the US economy is being described as having the best of many worlds. Real growth has gained altitude while inflationary trends are fairly stable.

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Inflation in the Wind
Inflation in the Wind

The Federal Reserve Bank has been primarily focused on containing inflation, but now they may have to get ahead of it.

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The Italian Job
The Italian Job

Italian bond yields rose swiftly to multi-year new highs when the Italian president refused to swear in a trained economist and Eurosceptic as Italy’s next finance minister.

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Taking the Pulse
Taking the Pulse

In a deliberate attempt to get ahead of the inflationary curve, the US central bank and fixed-income market participants are causing US interest rates to rise.

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