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FINANCIAL EDUCATIONAL SYSTEMS

9674 Colerain Ave. Suite 339
Cincinnati, OH 45251

Phone:

513-245-6100 / 866-662-6100

Fax:

513-245-6103

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to FINANCIAL EDUCATIONAL SYSTEMS

Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports. 

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your financial situation. 

Financial Educational Systems created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement,, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. 

We are here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. 

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of  "favorites" in your Internet browser. We frequently update our information and we would not want you to miss any developments in the area of personal finance.

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How much Disability Income Insurance do you need?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck