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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Tax-Deferred Savings

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

More Calculators →

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.

Looking Back, Looking Ahead

See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

ABLE Accounts for Disability Expenses

Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.

Inflation Protection for Investment Dollars

Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.

More Newsletters →

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