Blog

Safe Money Partners: Who Do You Want To Partner With?

May 29, 2020

Bryan from Safe Money Partners talks about the types of clients that they work with. He describes the financial, retirement, and debt planning services they offer to people in Dayton, Ohio.

Safe Money Partners: Questions About The CARES Act

May 13, 2020

Bryan and Kyle from Safe Money Partners talk about the ways that the CARES act can affect your money.

Safe Money Partners: Tax Free Options for Retirement Planning

May 13, 2020

Bryan from Safe Money Partners talks about some of the tax-free or tax-aware options when it comes to your retirement planning.

Safe Money Partners: Legacy Planning – Build or Buy

May 13, 2020

Bryan from Safe Money Partners asks, will you build or buy your legacy? Bryan breaks down the differences between the two and helps explain why one might prefer one over the other.

Safe Money Partners: Where Do I Put My Money?

May 5, 2020

Bryan from Safe Money Partners talks about “the box”. The place where you want to put your money. An IRA, 401k, or a coffee can on the counter. He details out the things and ideas you need to think about when setting money aside or contributing to a retirement plan.

Safe Money Partners: Where Do I Put My Money?

May 1, 2020

Bryan from Safe Money Partners talks about “the box”. The place where you want to put your money. An IRA, 401k, or a coffee can on the counter. He details out the things and ideas you need to think about when setting money aside or contributing to a retirement plan.

Safe Money Partners: Stimulus Checks and Your 401k or 403b

April 28, 2020

Kyle from Safe Money Partners talks about the new clause in the CARES act that allows you to withdraw money from your retirement accounts as a loan or cash withdrawal. He details out the qualifications and also talks about having a plan for that money before you make any moves on your retirement accounts.

Safe Money Partners: Options for Accessing Retirement Monies in Current Market

April 2, 2020

When times are tough, there can be a lot of restrictions when it comes to accessing your money that has been set aside for retirement. If you try to access your 401k, there can be taxes assessed and penalties. Bryan from Safe Money Partners has some ideas to help you balance your retirement dollars and […]

[Client Testimonial] Mona and Kevin get out of debt and save for retirement – Safe Money Partners

March 19, 2020

Mona and Kevin share their story of how Safe Money Partners helped them not only get out of debt but save even more for retirement. The methods they learned even gave them the ability to purchase an additional investment property after Kevin had already retired. They found out very quickly that Bryan and Jeff from […]

[Client Testimonial] Sheri, Save for retirement and college for her kids – Safe Money Partners

March 19, 2020

Sheri has what she thinks is a typical amount of debt for the average person. Her car and house payments, and some credit card debt. She was making payments but never felt like she was making a dent in her debt. She wanted to set up a college fund for her kids and also a […]