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Retirement

Social Security: Maximizing Benefits
Conquering Retirement Challenges for Women
Women on the Rise

Investment

Alternative Investments - Going Mainstream

Estate

Problems with Probate
Four Steps to Valuing an Estate
A Brief History of Estate Taxes

Insurance

The Cost of Medical Care
Understanding Extended Care
Assess Life Insurance Needs
The A, B, C, & D of Medicare

Tax

How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?
What Is a 1035 Exchange?

Money

The Half Million Dollar Baby
Buying vs. Leasing a Car
How Big is Money?

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Mobile: 614-361-8755

4016 Townsfair Way

Suite 202

Columbus, OH 43219

Insurance, Securities, Fee based Investments

Cheryl.evans@centricfinancialgroup.com

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*Securities are offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Centric Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker-dealer or Registered Investment Advisor.

Centric Financial Group may conduct life insurance and securities business in Ohio and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, Centric Financial Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

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