Citizens Wealth Management Group
Is Your Legacy Secure? Review Your Beneficiaries!
This month is all about ensuring your future is secure at Citizens Wealth Management Group and Citizens National Bank! Debbie Boisselle explains why reviewing your beneficiary designations is a vital…
LPL research shows pragmatic optimism for the 2025 economy.
Pragmatic Optimism As LPL Research looks to 2025, we’re cautiously optimistic. We’re cautious because no market environment is ever permanent, yet optimistic since constructive long-term technology trends are in place.…
Social Security – What you need to know in 2024
When it comes to deciding when to take Social Security, there are many factors that may come into play, including whether you intend to keep working and how much your…
Social Security – What you need to know in 2024
When it comes to deciding when to take Social Security, there are many factors that may come into play, including whether you intend to keep working and how much your…
Mid-Year Outlook 2024 - What does the economy have in store?
Deborah Boisselle, VP of Investments discusses what the 2024 economy has in store. Here we are, at the midpoint of 2024. If we had to provide one word that defines…
Mid-Year Outlook 2024 - What does the economy have in store?
Deborah Boisselle, VP of Investments discusses what the 2024 economy has in store. Here we are, at the midpoint of 2024. If we had to provide one word that defines…
Economic Outlook 2024 - presented by Debbie Boisselle of Citizens Wealth Management Group
Debbie Boisselle of Citizens Wealth Management Group provides insight and analysis into 2024's opportunities, challenges, and potential surprises. https://www.cnbohio.com/investments/
Medicare and Social Security - A Brief Overview
Debbie Boisselle, of Citizens Wealth Management Group, gives a brief overview of when you can sign up for Medicare and the options you need to consider. Social Security is another…
Mid-Year Economic Forecast 2023 - The Path to Stability
Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a…
Planning for Housing in Retirement
Aging and Its Financial Implications: Planning for Housing Retirees may live as long as 30 years or more in retirement. Housing may be the largest expense of retirement income. The…
Starting an Education Savings Plan presented by Citizens Wealth Management Group
Starting an education savings plan and becoming acquainted with the many options available can help you get a step ahead on saving for higher education.
Choosing between a Traditional IRA and a Roth IRA presented by Citizens Wealth Management Group
Which Is Right for You? This video will help you better understand the difference between a traditional IRA and a Roth IRA, why you should consider one over the other…
How is Social Security an Income You Can’t Outlive?
Social Security is something that when you sign up for it, it is there for life. Debbie Boisselle, VP of Investments for Citizens Wealth Management Group discusses the lifetime benefits…
What Does Full Retirement Age and Primary Insurance Amount Mean for Social Security?
Debbie Boisselle, VP of Investments for Citizens Wealth Management Group explains how your full retirement age determines what your primary insurance amount will be when applying for Social Security. Citizens…
When Should I Apply for Social Security?
Did you know that the age you apply for your Social Security benefits affects what your permanent benefit will be for the rest of your life? Debbie Boisselle, VP of…
What are Social Security Spousal Benefits?
Debbie Boisselle, VP of Investments for Citizens Wealth Management Group explains how the spouse of a worker may be entitled to a spousal benefit with Social Security, the percentage that…
What are Social Security Survivor Benefits?
The amount of the survivor benefit depends on two things. First, when the deceased spouse claimed his/her “original” benefit and when the widow claims his/her survivor (actual) benefit. Debbie Boisselle,…
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