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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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Financial Planning

Our digital planning tools help us collaborate with you personally in real time.

Contact us to get started on a plan today.

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.

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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

  • Saving for College: 529 Plan vs. Roth IRA

    529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.

  • Year-End 2024 Tax Tips

    Here are some things to consider when weighing potential tax moves before the end of the year.

  • 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.

  • Is Tip Fatigue Wearing You Out?

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

More Newsletters »

Calculators

  • Car Affordability

    How much can you afford to pay for a car?

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Lease Payment

    How much would your monthly lease payment be?

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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