Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

Bond Market Volatility: What Causes It?

Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?
College Funding

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

Determine whether you should consider refinancing your mortgage.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.