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

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Long-Term-Care Needs

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

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Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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