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.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

College Funding

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

International Investing: Opportunities Overseas?

Investing in emerging markets and developing economies has both risks and opportunities.

ETFs on the Rise

ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.

Social Security 101

An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

Help with College: A Gift for Your Grandkids

Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.

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