Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

College Funding

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

This calculator can help you determine whether you should consider converting to a Roth IRA.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.