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Ohio Financial, Anastasakis & Associates

Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Risk Management

Company-owned life insurance is one way to help protect a business from financial problems caused by the death of a key employee.

Risk Management

As a business owner, a disability can create an economic hardship putting both your personal finances and business at risk.

Risk Management

When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.

Risk Management

Property and casualty insurance can help protect a variety of assets. Find out what it does and doesn’t cover.

Risk Management

A business owner policy is an insurance package that assembles the basic coverages required by a business owner in one bundle.

Risk Management

If you have a family who relies on your income, it is important to have life insurance protection.

Tax Planning

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

Tax Planning

With traditional IRAs and most employer-sponsored retirement plans, taxes are not payable until funds are withdrawn.

Tax Planning

Capital gains are profits realized from the sale of assets; a tax is triggered only when an asset is sold, not held.

Tax Planning

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

Tax Planning

The federal gift tax applies to gifts of property or money while the donor is living.

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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