Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
College Funding

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

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