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.

Federal Income Tax

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Home Affordability

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

More Calculators →

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

If Inflation Is Low, Why Are Prices High?

Consumers who go to the grocery store or gas station might wonder what the talk of low inflation is all about.

Meet the Greeks: Alpha and Beta

This article explains how alpha and beta measures can be used to compare investments.

Enforcement Programs Aimed at Small Businesses

While small biz strive to comply with the federal tax code, certain practices could attract attention from the IRS.

More Newsletters →