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

[email protected]

Steve Jung

Managing Partner

Office: 513-977-4780

[email protected]

Patrick Lysaght

Wealth Manager

Office: 513-977-4782

[email protected]

Abby Morgan

Vice President of Operations

Office: 513-977-4783

[email protected]


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

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

 

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Cash Flow?

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

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.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Power of Compound Interest

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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