831 County Road 30A
Ashland, OH 44805

Edward R. Klesack

CLU, LUTCF, MBA, RFC

Office: (419) 756-9747
Mobile: (419) 543-1400
Fax: (419) 756-0361

 

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
 
The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

 

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Saving for College 101

Here’s a crash course on saving for college.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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