Retirement Planning Services in Mansfield, OH

The evolution from full employment to full retirement is often spread out over several years. For many, those years fall between the ages of 62 and 70. During this “transition window,” retirees will need to make a variety of decisions – some of which are irrevocable – that can significantly impact your family’s ability to maintain financial independence for a lifetime. These decisions include Social Security elections, Medicare enrollment, company retirement program distribution elections and annuitization options, to name a few.

Your success will ultimately depend on how effectively you manage the financial challenges in your retirement transition window. If you’re looking forward to enjoying a busy, active retirement with the freedom to chase new opportunities, revive old passions and realize long held dreams, then you may want to ask yourself:

  • Do I have enough information to make irrevocable decisions that may alter my financial independence and impact my family?
  • Is this important enough to investigate my options?
  • Am I willing to accept help to do so?
  • If this issue is important to you, it is important to us. Let’s sit down and talk specifics.

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Please let us know how we can serve you.




Our Location

Cleveland Financial Group

108 North Main St., Rear Building
Mansfield, OH 44902
ph: 419.522.4333
fax: 419.522.3303
chuck.hahn@lfg.com

Latest News

Financial and Economic Brief - November 5, 2019

• Consumer Confidence “Dips” - U.S. consumer confidence fell slightly in October to 125.9 from a September reading of 126.3 as worries over business conditions and employment prospects rose.

• Gannett and New Media Investment Group - Gannett reported its third-quarter earnings noting a continued decline in overall revenue but pointed to an increase in its marketing services & digital subscriptions.

• U.S.-China Trade Optimism - Technology stocks pushed the three main indexes to record highs, as hopes of a U.S.-China trade deal and an improving domestic economy raised risk appetite.

Financial and Economic Brief - October 8, 2019

• Unemployment Rate Falls - Unemployment hit a 50-yr. low in September even though nonfarm payrolls rose by just 136,000 as the economy nears full employment.

• Impeachment and the Stock Market - The launch of an impeachment inquiry into President Trump tosses another wild card into a volatile stock market.

• Trade Talks Underway - U.S. & Chinese deputy trade negotiators launched a new round of talks on Monday aimed at resolving the 15-mo. trade war, with neither side showing any signs of giving ground.

Financial and Economic Brief - September 4, 2019

• Recent Jobless Claims Fall - Initial claims for state unemployment benefits dropped to 209,000 for the week ended August 17, 2019, falling sharply from the week before.

• Brexit Crisis Still Uncertain - British lawmakers will try to stop Boris Johnson from pursuing what they cast as a “calamitous no-deal Brexit”.

• New Wave of Tariffs in Trade War - The new tariffs are a sharp escalation in the trade war, and could cost U.S. households $800 a year.

Financial and Economic Brief - August 6, 2019

• Economy is Steady - The economy added 164,000 nonfarm payrolls in July, as expected. Wages rose 0.3% in July, or 3.2% year over year.

• Yuan Falls - The yuan fell 1.4% which breached the key 7-per-dollar level for the first time since 2008.

• HSBC CEO Out - HSBC chief John Flint is stepping down after less than two years on the job.

Financial and Economic Brief - July 3, 2019

• Stocks Steady amid Threatened Tariffs - Stocks were steady today after the U.S. threatened a new wave of tariffs on European goods, dulling recent optimism surrounding the U.S.-China trade truce.

• GE in Decline - GE's (GE) stock decline, down by nearly two-thirds since the end of 2016, has knocked the company down to the 59th most valuable in the S&P 500.

• OPEC, Allies Extend Supply Cut - OPEC and its allies agreed to extend oil output cuts until 3/20, seeking to prop up the price of crude as the global economy weakens and U.S. production soars.

Financial and Economic Brief - June 4, 2019

• U.S. Stock Market Futures Fall - U.S. stock index futures fell Monday, after the China and U.S. trade relationship “intensified” over the weekend.

• U.S. Inflation Ticks Up - U.S. consumer prices increased in April, which could support the Fed’s contention that recent low inflation readings were temporary and allow the Fed to keep interest rates unchanged for a while.

• Factory Activity Slows - An escalating trade war between the U.S. and China raised fears of a global economic downturn and put pressure on policymakers to roll out more stimulus.