Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

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.
What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Don’t Take the Bait: How to Recognize Phishing Scams

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.
New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

Savings Accumulation

Estimate the future value of your current savings.
Home Affordability

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

Compare the potential future value of tax-deferred investments to that of taxable investments.
Car Affordability

How much can you afford to pay for a car?