Zerkle Financial Services, LLC

CONNECT

Address:

6065 Frantz Road- Suite 104
Dublin, OH 43017

Phone:

614889-8987

Fax/Other:

614573-7257

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

September

August

July

June

  • HOT TOPIC — Wage Growth: Watching for a Tipping Point

    The factors that may be restraining workers’ wages and the economic implications of continued weakness or a sudden surge.

  • Is Smart Beta for You?

    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

  • Chained CPI and Your Taxes

    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

  • Beyond Medicare: What Are Your Options?

    A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

  • New Tax Breaks for Pass-Through Entities

    The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.

May

April

March

February

January

December

November

October

  • Birthday Opportunities

    Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

  • New Life for Your Old Insurance Policy

    Consider options that could be more beneficial than surrendering a life insurance policy or letting it lapse.

  • The State of State Pensions

    A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

  • Bracing for Higher Rates

    Bond laddering is a time-tested strategy that can help manage interest rate risk.

  • Insuring a Home-Based Business

    Operate a business out of your residence? Consider an in-home business insurance policy as homeowners insurance coverage may not be sufficient.