Broker Check

Eukles Wealth Management - Cincinnati, OH

 
  • 425 Walnut Street, Suite 2260 • Cincinnati, OH 45202
  • 513-977-4799
Retirement Income Planning Understanding Your Investment Goals An Approach Designed For You

Timothy Lysaght

Managing Partner

Office: 513-977-4784

tim.lysaght@eukleswm.com

Steve Jung

Managing Partner

Office: 513-977-4780

steve.jung@eukleswm.com

Patrick Lysaght

Vice President, Wealth Manager

Office: 513-977-4782

patrick.lysaght@eukleswm.com

Abby Morgan

Vice President of Operations

Office: 513-977-4783

abby.morgan@eukleswm.com

Individual Financial Planning

We can help take some of the mystery out of preparing for your financial future.

Corporate Retirement
Plan Consulting

Wealth management insight and information for employers and employees.

Investment
Strategy

Let us provide you with the guidance that can help you understand and better define your financial goals.

Helpful Content

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Interest Rates: How Low Can They Go?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

 

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Cash Flow?

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Cost of Procrastination

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

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