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The Annual Enrollment Period begins on October 15 to make changes to a Medicare Advantage plan or a stand-alone Prescription Drug plan. If that relates to you, contact me for no-cost assistance in researching and enrolling in a plan that fits better.

Greater Cincinnati Health and Life Insurance, Registered Social Security Analysis® Greater Cincinnati Health and Life Insurance, Registered Social Security Analysis®

The Wealth Formula💵 The Wealth Formula: A Simple Path to Success
Wealth = (Money + Time) x Rate of Return - Inflation & Taxes
This formula from How Money Works highlights that growing wealth is about more than just saving. It’s about finding the right balance and strategies to maximize your returns while minimizing losses.
👉 Are you on track to build wealth? Let’s review your plan together.

From the book How Money Works by Tom Mathews, Steve Siebold, and Andy Horner. Request your FREE copy today.

Events Join me at a How Money Works event. Tuesday, February 4th, 2025, ​Wealthwave Cincinnati | How Money Works Learning Center 11421 Chester Road, Cincinnati, Ohio 45246

Doc Talk. Free event. Get answers to your questions. Register now.