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Stay up to date with our blog posts Cincinnati, OH Ohana Wealth & Life Planning

Stay up to date with our latest blog posts, relevant ESG news and various events in the Greater Cincinnati area.

High-Income Earners Retirement Savings Guide for 2023 Thumbnail

High-Income Earners Retirement Savings Guide for 2023

Preparing and saving early is key to reaching your retirement goals. With income caps, high-income earners are often at a disadvantage when it comes to being able to save enough in tax-advantaged retirement accounts. Here’s a guide to making the most of your retirement planning for 2023

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Retirement Strategy: Money & Longevity Thumbnail

Retirement Strategy: Money & Longevity

Have you given much thought to how long you might live? Will you outlive your money? Let's discuss how and why you should factor longevity into your purposeful retirement strategy.

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The Case for International Investing Thumbnail

The Case for International Investing

As challenging as international investing has been over the past several years, it has also never been more important. While developed and emerging markets may be more susceptible to economic shocks, geopolitical instability, and factors such as the pandemic, this is also why they may have higher expected returns in the long run. Investing across geographies, especially when valuations are attractive, is an important way to improve diversification as the global economy recovers.

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