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The threat of fake debt collection has become so widespread that multiple states have established outreach programs and websites encouraging their constituents to look for these scammers.

What is financial fitness? We are all familiar with the term physical fitness, and if pressed for a definition, we might define it in terms of our strength and health. When it comes to an explanation of financial fitness, the same appplies.

The start of a new year brings a renewed sense of possibility. While many resolutions fade by February, financial resolutions can have a lasting impact for years to come

Estate Planning Columbus Ohio: Protect Your Legacy, Prepare Your Future

Cheryl Evans*, ChFC®, CLU®, CASL®, LUTCF®

Wednesday, January 14, 2026

Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their loved ones, control their legacy, and reduce stress for their family. Estate planning in Columbus, Ohio, you can help ensure that your wishes are honored.

The concept of playing the long game extends beyond financial investments; it encompasses the strategic integration of health practices into comprehensive financial planning.

Learn proven retirement income strategies for 2026. Discover how to calculate your needs, optimize Social Security timing, manage withdrawals tax-efficiently, and protect your savings from market risk with professional guidance.

Tax-Efficient Planning Columbus Ohio: Strategic Wealth, Less Stress

Cheryl Evans*, ChFC®, CLU®, CASL®, LUTCF®

Monday, December 22, 2025

If you're serious about keeping more of what you earn, tax-efficient planning in Columbus, Ohio isn't optional—it's essential. A  sound tax strategy aims to reduce what you owe, boost your wealth, and give you confidence come tax season.

When it comes to managing your money, where you live matters. Working with a Columbus, Ohio financial advisor gives you access to local insights, tax-efficient strategies, and a trusted relationship.

True wealth isn’t just about money—it’s about freedom, legacy, and peace of mind. That’s why more families and professionals are turning to wealth management in Columbus, Ohio to help them organize, and protect their finances.

In investing, the term “wide moat” might sound like something out of a medieval story, and in a way, it is. The phrase comes from Warren Buffett, who popularized it to describe companies with strong, lasting competitive advantages.

As we approach the end of the year, it’s an opportune time to review and optimize your financial and tax strategies

When it comes to building long-term wealth, investing isn’t just for the wealthy—it’s for anyone in central Ohio who wants to make their money work harder.

Planning for retirement isn’t just about numbers—it’s about your future, your family, and your peace of mind. In Columbus, Ohio, retirement planning has never been more important.

Social Security and Medicare are two pillars of the United States' social safety net, and understanding the connection between the two is essential for effective retirement planning.

Whether you're planning to retire in the next 5 years or simply want to build a better financial foundation, this guide will walk you through everything you need to know about finding and working with a financial planner in Columbus, Ohio.

Achieving financial independence requires discipline, planning, and perseverance, regardless of age. Here are some practical tips to help you on your journey

Retirement is often seen as the ultimate goal; retirees eagerly anticipate the freedom of no longer being tied to a career routine. However, the unexpected challenge of too much freedom can affect financial and metal well-being.

Unlike a ghost, cyber threats are very real. The good news? With some awareness and a few smart habits, you can turn a horror story into just a cautionary tale.

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent....

When you’re in the stage of accumulating wealth, time is your greatest asset. The dollars you save and invest today have years —to grow through the power of compounding. The good news? You don’t need to overhaul your lifestyle.

Not all life insurance agents are created equal—and in 2025, choosing the right one for your needs could mean the difference between sound protection and costly mistakes.

“What is your greatest retirement fear?” If you ask some pre-retirees this question, “outliving my money” may be one of the top answers.

In 2025, Columbus families are more budget-conscious than ever—but that doesn’t mean life insurance should be cut from the financial plan. The good news? You can get affordable life insurance without sacrificing quality coverage.

What is financial fitness? Financial fitness can mean something different to everyone based on your current fitness level or stage in life.

The Federal Reserve has what’s called a "dual mandate"—keep everyday prices stable while promoting an economy that creates jobs. Managing that dual mandate is becoming more challenging this year, with prices and jobs giving mixed signals.

September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.

Variable Life Insurance (VLI) combines lifelong coverage with investment potential. Centric can help assess if it suits your goals.

Social security, a cornerstone of retirement income for millions of Americans, intertwines with personal financial decisions in complex ways. Here, we delve into why having a grasp of financial concepts is crucial for long-term planning.

What is your plan for health care during retirement? This videographic can help you sort out the options.

Insurance carriers usually rate you based on your nearest birthday. So if you're 39 and 5 months, you're rated 39. But at 39 and 6 months, you're rated 40. Timing your application can impact your rate.

In 2025, more families are using whole life insurance to build wealth and prepare for retirement. We can help you go beyond basic coverage and turn life insurance into a smart, long-term financial strategy.

When you're planning for your family’s future, few decisions are more important than life insurance. But with so many options, how do you know which one is the right fit for you? For many families in one answer is term life insurance.

Life insurance can be confusing—but it doesn’t have to be. In this post, Centric Financial Group helps Columbus families find the right coverage without the upsells, or overpaying. Here’s how to make smart, confident choices.

Discover why more families in Columbus, Ohio are securing life insurance in 2025 to protect their loved ones and build long-term financial stability.

Life insurance is a crucial component of financial planning, providing protection for your loved ones in the event of your untimely passing. However, navigating the world of life insurance can be complex, and many individuals make...