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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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Specialty Planning

From PG retirees to special needs children, we can help you plan for all life situations.

Contact us today to discuss your unique PG options.

Investment Management

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

Contact us for a free investment consultation.

Newsletter Signup

Exclusive Dougherty, Tedesco & Associates Newsletter and Information.

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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

  • Is Tip Fatigue Wearing You Out?

    Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.

  • HOT TOPIC: The Fed Finally Cut Interest Rates

    The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.

  • Traditional or Roth Contributions? Think It Through for Future You

    When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.

  • Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

    A convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.

More Newsletters »

Calculators

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

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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