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

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Taxable vs. Tax-Deferred Savings

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

View all calculators arrow

Principles of Preserving Wealth

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

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

View all presentations arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Saving for College 101

Here’s a crash course on saving for college.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow