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September 16, 2022
How Much Life Insurance Do You Need?
When you consider your current expenses, how would your income stream be replaced if you were…
How Much Life Insurance Do You Need? Read More
September 15, 2022
Retirement Meditation #34: Why do I get some of my 401(k) plan contributions returned to me every year?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #34: Why do I get some of my 401(k) plan contributions returned to me every year? Read More
September 13, 2022
Andrea Costa To Join CSO Board of Directors
Congratulations to Vice President of Financial Planning, Andrea Costa, for being named to the…
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August 31, 2022
Retirement Meditation #33: Am I on track to retire successfully?
A father and his young daughter were looking at a stone grave marker. The father asked his daughter what she thought was the most important marking on the…
Retirement Meditation #33: Am I on track to retire successfully? Read More
August 31, 2022
Rachele Wolf Named a NAPA Top Women Advisors 2022 Finalist
For the second straight year, Rachele Wolf, CPFA and Vice President, Relationship Manager, has been…
Rachele Wolf Named a NAPA Top Women Advisors 2022 Finalist Read More
August 29, 2022
Market Turns Lower On Fed Comments
On Friday the markets digested comments from Federal Reserve chairman, Jerome Powell that came from the Jackson Hole economic symposium. Based on his comments,…
Market Turns Lower On Fed Comments Read More
August 25, 2022
HORAN Named One of Ohio's Healthiest Employers
HORAN has been recognized as a 2022 Healthiest Employer of Ohio, an awards program created to honor…
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August 23, 2022
HORAN Named A Top Employee Benefits Provider
HORAN was named the #2 Employee Benefit Provider in Greater Cincinnati by the Cincinnati Business…
HORAN Named A Top Employee Benefits Provider Read More
August 23, 2022
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns? Read More
August 19, 2022
Michael Hermes, Social Security Advisor of the Year
The National Social Security Advisor Program named Michael L. Hermes, CFP, CFA, Vice President,…
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August 17, 2022
Preparing To Send Your Child Off To College? Don’t Forget These 5 Things
Sending a child to college for the first time is a rite of passage as a parent. It’s a celebratory…
Preparing To Send Your Child Off To College? Don’t Forget These 5 Things Read More