Ohio Financial, Anastasakis & Associates

Creating & Managing Wealth...Because it's Your Future!

Welcome to our new, updated web site, where you’ll find a wealth of information in the form of newsletter articles and calculators.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management and to help you learn more about who we are. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Roth IRA Conversion

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

Tax-Deferred Savings

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

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

A New Look at Old Retirement Savings Guidelines

Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

Better Late Than Never

Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

Beyond Medicare: What Are Your Options?

A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

Illinois Highlights Credit Risk

A look at the tax advantages and credit risks associated with municipal bond investments.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck