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When can I afford to retire?

Am I doing everything I can to improve my finances?

Is my investment strategy working as hard as I am?

Towers of Kenwood-East
8044 Montgomery Rd. Suite 505
Cincinnati, OH 45236

Phone:

  • 513-837-2750

Fax:

  • 513-837-2750

E-mail:

  • info@dougherty-associates.com
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Investment Management

How is your money really working for you? How am I doing?

Contact us for a free investment consultation.

Financial Planning

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Transcript

Newsletters

  • Would You Be Prepared for an Unplanned Early Retirement?

    Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.

  • Playing Fair: New Consumer Protections for Airline Passengers

    Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.

  • A Pension Strategy That May Boost Your Income

    A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.

  • HOT TOPIC: Tariffs Drive Market Volatility

    This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.

More Newsletters »

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Car Affordability

    How much can you afford to pay for a car?

  • Required Minimum Distributions

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

More Calculators »

LPL Financial Form CRS

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made of accepted from any resident of any other state.

 

LPL Financial Form CRS
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