(937) 886-1442 Home About Us Resource Center Client Center Tools Contact LIFESTYLE Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.” Featured Video The Richest Man in Babylon In good times and bad, consistently saving a percentage of your income is a sound financial practice. Featured Presentation Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest. Have A Question About This Topic? Name Email Question It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. The Three Keys to a Great Password Have fun and learn how to craft the perfect password with the help of this highly engaging infographic. What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. ARTICLES CALCULATORS PRESENTATIONS VIDEOS The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause. Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money. Putting a Price Tag On Your Health Being healthy not only makes you feel good, it may also help you financially. To Catch a Thief Having your identity stolen may result in financial loss plus the cost of trying to restore your good name. Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education. VIEW ALL ARTICLES Contact Kiplinger Wealth Advisors Office: (937) 886-1442 Fax: (937) 886-1664 325 N Main Street Suite 202 Springboro, OH 45066 brad@kipinvest.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Advisory services offered through Kiplinger Wealth Advisors. Securities offered through Securities America, Inc. Member FINRA/SIPC. Kiplinger Wealth Advisors and Securities America, Inc. are separate companies. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.