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Money Mangement Counseling Bellefontaine OH

This page provides useful content and local businesses that can help with your search for Money Mangement Counseling. You will find helpful, informative articles about Money Mangement Counseling, including "3 Money Management Tips for Teens". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Bellefontaine, OH that will answer all of your questions about Money Mangement Counseling.

Andrew Kerns
Accountable Financial Planning LLC
(937) 599-0012
2881 County Road 5 North
Bellefontaine, OH
Expertises
Middle Income Client Needs, Advising Medical Professionals, Women's Financial Planning Issues, Tax Planning, Ongoing Investment Management, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Duane L. Siegenthaler, CFP®
(937) 653-5208
201 Scioto St
Urbana, OH
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. J. David Hoskins, CFP®
(937) 653-1176
601 Scioto St
Urbana, OH
Firm
Citizens Banking Company
Areas of Specialization
Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
US Bank - Jackson Center Office
(937) 596-6139
201 E Pike St
Jackson Center, OH
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 06:00 pm
Sat 08:30 am to 12:00 pm

Peggy Ruhlin
Budros, Ruhlin & Roe, Inc.
(614) 481-6900
1801 Watermark Drive, Suite 300
Columbus, OH
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

Mr. Lowell E. Yoder, CFP®
(937) 593-2255
101 N Main St
Bellefontaine, OH
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided by:
Mr. Phillip M. Edwards, CFP®
(937) 652-3385
1 Monument Sq Ste 202
Urbana, OH
Firm
Phillip Edwards Financial Plan
Areas of Specialization
Accounting, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Fifth Third Bank
(937) 593-0333
Bellefontaine, 541 S. Main Street
Bellefontaine, OH
Office Hours
M-F 9-6; SA 9-2
Drive Up Hours
SAME AS LOBBY

Fifth Third Bank
(937) 653-7363
Urbana, 225-231 S Main Street
Urbana, OH
Office Hours
M-F 9-6; SA 9-2
Drive Up Hours
SAME AS LOBBY

Joel Oles
The Sherrington Group
(614) 485-2000
1328 Dublin Road, Suite 410
Columbus, OH
Expertises
Tax Planning, Planning Issues for Business Owners, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BA, CPA/PFS

Data Provided by:

3 Money Management Tips for Teens

Provided By: 

   
   

School’s out, and millions of teens have taken summer jobs. Jonathan Carr, founder of Choose Success – a non-profit dedicated to promoting financial literacy amongst adolescents – offers 3 Tips for Helping Teens Handle Money Responsibly.

Tip #1 Build Wealth: Time is Your Friend; Use It!

Teenagers are incredibly powerful investors, not because they usually have a whole lot of money to manage, but because they have something even more valuable: time. They have the power of compounding interest, which Albert Einstein called the most powerful force in the universe.

If a person starts putting away only $20 a week at age fifteen, and does it every week, they can easily retire with a million dollars, with only average earnings on that money over time. To show the power of being fifteen, if that person waits ten years and starts saving $20 a week at age twenty-five, that million dollars will be reduced to $450,000 by retirement age. Make life easier, start saving early and save a little each week.

Tip #2 Don’t Get Poor: Stay in School and Study Hard.

More education means more money, which means more fun, which means more happiness. It is that simple. If you want to have a fun and happy life, stay in school as long as you can. Getting a high school diploma increases our average pay by twenty five percent.

Tip #3 Don’t Get Poor: Having Children.

Having a child as a teenager is the easiest way to throw ourselve...

Click here to read more from Tips n Quips

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