Five Gifts for the New Year that Keep on Giving

By |2017-11-21T21:33:58+00:00January 15th, 2014|Financial Planning, Retirement Planning|

The New Year brings with it our hope for good health, great friends, and financial peace of mind. Here are FIVE gifts you can give yourself and those you care about his coming year: For the Kids and Grandkids Open a College Savings Plan. If one already exists, make a deposit. There’s no greater gift [...]

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The Top 10 Ways to Improve Your Financial Health in 2014

By |2017-11-21T21:33:58+00:00January 3rd, 2014|Financial Planning|

Even if you only accomplish one! For many, January represents an opportunity to take some significant steps toward financial freedom! The beauty is that even if you take just one step this year, you will end the year better off than when you began. Step 1: GROW YOUR EMERGENCY FUND It is common sense, but [...]

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Dan Betzel to Present at the Ohio State Bar Association

By |2017-11-21T21:33:58+00:00October 15th, 2013|Betzel Wealth Advisors, Financial Planning|

Daniel Betzel of Betzel Wealth Advisors will present a special 2.5 hour CLE titled "What Every Attorney Needs to Know about Financial Planning and the Financial Planning Profession" at the Ohio State Bar Association's District 16 Annual Meeting October 17th, 2013 in Celina, Ohio. This CLE topic on financial planning will be particularly helpful to [...]

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Large Investment Firm Allegedly Forces Its Employees into High-Cost Mutual Funds

By |2021-03-02T08:09:36+00:00September 17th, 2013|Financial Planning, Investments, Retirement Planning|

A class action law suit was recently filed by employees of a large investment firm claiming that the firm stuffed their 401k retirement plans with the firm's own actively-managed, high-cost mutual funds. The employees claim that the company unnecessarily stripped them of too much of their hard-earned retirement savings by failing to provide them with [...]

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The #1 Reason to Hire a Financial Planner

By |2017-11-21T21:33:58+00:00September 2nd, 2013|Financial Planning|

My passion is to educate clients, and a big part of that is maintaining this website. But to be perfectly honest, it's not easy writing a financial blog. My goal is to come up with fresh and relevant content each and every week. That can be quite the challenge considering that the principles of a [...]

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The Top Five Reasons Not to Time the Market

By |2017-11-21T21:33:58+00:00August 29th, 2013|Financial Planning, Investments|

Last Friday when I was leaving a meeting of area small business owners, a very sweet lady said she wanted to ask me a question. I said, "Of course. How can I help you?" With a somewhat worried tone, she asked me if I thought that she and her husband should get out of the [...]

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The Three Simple Rules of Prudent Investing

By |2017-11-21T21:33:59+00:00August 5th, 2013|Financial Planning, Investments, Videos|

Let’s face it—it is in the best interests of the media and large financial institutions to keep the public as confused as possible when it comes to investing. They profit when the consumer is confused. The rules of prudent investing are really very simple. Just remember the Number 3! First, there are three myths or [...]

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What is Your True Purpose for Money?

By |2017-11-21T21:34:22+00:00July 23rd, 2013|Financial Planning, Videos|

There is so much information and misinformation on money and financial planning, How is the average investor to know what to do? The great news is that you do not have to know everything about financial planning to be successful, you only have to know the RIGHT questions to ask. The first question is : [...]

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Does Your Financial Advisor Communicate Clearly?

By |2017-11-21T21:34:22+00:00July 13th, 2013|Financial Planning, Videos|

Financial advisors often fail their clients. One way in which they do that is in failure to communicate clearly. Financial advisors like to show the world how smart they are, book smart at least. And they usually do that by using a lot of big terms and exotic terms that they've learned in business school... [...]

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Knowledge is Power: Firm Drops Poorly Performing Gold Fund from Investor Reports

By |2017-11-21T21:34:22+00:00July 8th, 2013|Financial Planning, Investments|

The Wall Street Journal wrote an article about billionaire hedge-fund manager John Paulson titled Paulson: All That Glitters Isn't Gold. For the past couple years, the high-profile Paulson has been all over the media preaching his gold fund, telling people to buy gold, and attempting to show gold as a great investment. But as we [...]

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