Broker Check
(513) 236-9862
gene.shaw@ceterafs.com
Account Access

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Learn More

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Learn More

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
Learn More

“Wealth is the ability to fully experience life.” – Henry David Thoreau

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
Learn More
Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Learn More
16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn More
Where Do You Want Your Financial Roadmap To Take You?

Where Do You Want Your Financial Roadmap To Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

Have a Question

Thank you!
Oops!