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 - 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.

Financial and Economic Brief - May 8, 2019

• Trump Threatens 25% Tariff Hike - Currently, the 10% tariff on $200 billion in Chinese imports has been a “nuisance”, with many US businesses absorbing the cost.

• Job Openings Rise Sharply - U.S. job openings rebounded sharply in March, while the pace of hiring was level, pointing to a growing worker shortage that could slow employment growth this year.

• Digital Ad Revenue over $100 Billion - A new report says internet advertising revenues in the U.S. totaled $107.5 billion in 2018.

Financial and Economic Brief - April 2, 2019

• Economic Growth, Slowing - Consumer spending rebounded less than expected in January and incomes rose modestly in February, suggesting the economy is losing momentum.

• U.S. Crude Hits High - U.S. crude oil hits a 2019 high and Brent crude gained a dollar after tight supply and positive signs for the global economy drove the largest Q1 gains for both benchmarks in nearly a decade.

• Factories Stockpile for Brexit - UK factories stockpiled goods for Brexit at a surprisingly high rate last month, increasing manufacturing growth to a 13-month high.

Financial and Economic Brief - March 6, 2019

• Construction Spending Falls - The U.S. construction spending fell 0.6% in December as investment in both private and public projects dropped, indicating that the economy “lost momentum” at the end of 2018.

• China Cutting Taxes and Increasing Lending - China is trying to shore up its slowing economy through billions of dollars in planned tax cuts and infrastructure spending.

• GE On Decline - GE’s (GE) stock is down by nearly two-thirds since the end of 2016 and the company has fallen to the 59th most valuable in the S&P 500.

Financial and Economic Brief - February 5, 2019

• Fed “Pauses” Tightening - The financial markets are concerned about a slowing economy, and the Fed chairman has sought to reassure investors.

• General Motors Cuts Jobs - General Motors is expected to start its next round of white-collar job cuts this week, but there are fewer staff reductions left to make than were anticipated.

• Ultimate Software Agrees to Buyout - Ultimate Software Group Inc., a cloud-based human resources applications developer, said on Monday it agreed to be bought by an investor group for about $11 billion.