Your Wealth Financial Solutions

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Medina, OH
Your Wealth Financial Solutions

As a Financial Advisor, I help clients achieve their financial goals by offering personalized advice tailored to their values, goals, and risk tolerance.

I assess each client’s financial situation, develop customized plans, and provide ongoing support. The company profile is for informational purposes only, and its contents should not be construed as a recommendation or construed as investment, legal, or tax advice. The information on this social media site alone cannot and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.

10/22/2026

If your child has graduated and there’s still money left in their 529, don’t assume you have to spend it right away. There may be several options for putting those funds to good use.

🎓 Use the funds for another qualified education expense
👨‍👩‍👧‍👦 Change the beneficiary to another family member
💰 Roll the funds into their Roth IRA (specific rules apply)

The right choice depends on your family’s situation and financial goals. If you’re not sure what to do with leftover 529 funds, we would love to help you explore your options.

Give us a call or schedule your appointment today.
📞 440.681.9726
📧 [email protected]

This post is for informational purposes only and should not be construed as a recommendation. Investors should consult with a qualified financial professional before making financial decisions.

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10/13/2026

Once the kids are off to school and out of daycare, you may suddenly have a little more room in the monthly budget.

Instead of letting that money disappear into everyday spending, consider putting it toward your next financial goal.

💰 Increase your retirement contributions
🎓 Add to your kids’ college savings
🏡 Work toward another financial goal
📈 Give your investments a boost

Your financial priorities change as your family grows. If daycare is coming to an end, let’s talk about how you can put those dollars to work for your family’s future.

This post is for informational purposes only and should not be construed as a recommendation. Investors should consult with a qualified financial professional before making financial decisions.

Financial tips for families, how to build an emergency fund, retirement savings strategies, financial planning for young families, how to create a budget, tax-efficient retirement planning, 529 college savings plans, understanding investment options, financial goals and money management, how to prepare for retirement

10/09/2026

RMDs can be an important part of your year-end financial planning. If you’re required to take a Required Minimum Distribution from an IRA or inherited IRA, now is a good time to make sure you understand your requirements and have a plan in place.

🧾 Know your RMD requirements
📅 Keep an eye on the deadline
💰 Consider how your distribution fits into your overall financial plan

If you have questions about RMDs or aren’t sure what applies to your situation, we would love to help.

Give us a call today. 440.681.9726

This post is for informational purposes only and should not be construed as a recommendation. Investors should consult with a qualified financial professional before making financial decisions.

Northeast Ohio Financial Advisor, Financial Planning, Personal Financial Planning, Retirement Planning, Financial Literacy, Family Financial Planning, Wealth Management, Financial Education, Budgeting and Saving, Investment Planning, Financial Wellness

09/28/2026

Now is a great time to take a closer look at your yearly tax and investment strategy. A little planning before December 31 can help you make the most of opportunities available to you.

A few key strategies:
🧾 Review your tax situation
📈 Revisit your investment strategy
🎁 Consider charitable giving strategies, like a Qualified Charitable Distribution (QCD)

Make sure you’re on track with Required Minimum Distributions (RMD)
Every financial situation is different, and the right strategy depends on your goals and circumstances.

If you’re not sure what you should be considering before the end of the year, we would love to help. Give us a call or schedule your first appointment today.

📞 440.681.9726
📧 [email protected]

This post is for informational purposes only and should not be construed as a recommendation. Investors should consult with a qualified financial professional before making financial decisions.

09/23/2026

Have you saved enough for retirement this year? Now is a great time to take a look back at your contributions for the year and make a plan to finish 2026 strong.

💰 Check your contributions
📈 Review your progress
🎯 Make a plan for the rest of 2026

If you're feeling confused or don't know where to start, we would love to help you take that first step. You still have time to make a difference this year. Give us a call or schedule your first appointment today.

📞 440.681.9726
📧 [email protected]

09/16/2026

Before we head towards the end of 2026, take a look at where you stand financially.

💰 How are you tracking toward your savings goals?
📈 Have you contributed enough to your investment accounts?
💡 Are there tax or investment strategies you should consider?
👨‍👩‍👧‍👦 Have there been any changes in your family, income, or goals?
🎯 What can you do now to finish the year strong?

If you're not sure what to review, or even where to start, we would love to help you make a plan. Give us a call, or send us an email or DM to get started.

📞 440.681.9726
📧 [email protected]

09/09/2026

Financial terms can feel confusing, but we’re here to make them simple, easy to understand, and less intimidating. We’ll be there to guide you every step of the way.

Have questions about financial terms or other financial topics? We’re here to help!

📞 440.681.9726
📧 [email protected]

09/04/2026

Saving doesn’t have to be complicated.

Setting up automatic transfers can help you save consistently without having to think about it every time you get paid.

Small steps can add up to meaningful progress over time.

Ready to make saving a little easier? Give us a call!
📞 440.681.9726

08/25/2026

Making a plan to start an emergency fund can bring more financial peace than you might expect.💸

Not sure where to start? We’re here to help.

Ready to make a plan? Give us a call today!
📞 440.681.9726

08/19/2026

If you're asking the question, odds are someone else is asking it too. 👀

What's the one financial topic you wish someone would explain in plain English?

Drop it in the comments, or send us a DM for a personalized conversation. 💬

Address

433 W Liberty Street
Medina, OH
44256

Website

https://yourwealthfinancial.com/

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