Insights · Blog
Showing articles by George T. Damasco.
A plain-language look at long-term care costs in Ohio and nationally, and why planning ahead may protect your retirement.
George T. DamascoSeptember 7, 2026
How much cash should you keep in retirement? A plain-language look at the bucket strategy and what a reasonable cash reserve looks like.
George T. DamascoAugust 24, 2026
Estate planning isn't a one-time task, it's a living part of your financial plan. Here are the four documents every family needs before retirement, what each one does, and what to check when reviewing yours.
George T. DamascoJuly 22, 2026
When to file for Social Security is one of the biggest retirement decisions you will make. Here is what Toledo families need to know before claiming.
George T. DamascoJuly 6, 2026
The five years before retirement matter more than almost any other window. Here is the tax, healthcare, and cash-flow checklist we walk Toledo families through.
George DamascoApril 22, 2026
Roth conversions can save a household six figures, or cost you money. Here is when they make sense, and when they don't.
George DamascoFebruary 11, 2026
