Tri-State Financial Group

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Tri-State Financial Group Financial Planning Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC.

Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

10/08/2026

Many retirees encounter a crucial, often overlooked, tax planning window: the "gap years" between stopping work and starting Social Security or RMDs.

10/06/2026

The number of 401(k) millionaires just hit a record high, helped by a strong quarter for stocks and the power of long-term saving.

10/01/2026

For many, financial success is becoming less about checking traditional boxes and more about having the freedom to enjoy life along the way.

09/29/2026

For investors in or near retirement, inflation is always a threat. TIPs can get it under control.

09/24/2026

U.S. oil prices topped $100 a barrel Thursday on renewed fighting in the Middle East, while President Donald Trump has intensified a trade war with Canada, a sign tariffs still could push up costs.

09/22/2026

For parents saving for their children, the tax rules are often more generous—and more flexible—than many people realize. Here are some answers to common questions about such giving.

09/17/2026

Non-family members can step into helping roles when older adults need assistance.

09/15/2026

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

09/10/2026

Individual investors are sitting on a mountain of cash. There is over $3 trillion in retail money-market funds, hovering around a record high. The risk there is that the yield on cash won’t keep pace with inflation.

09/08/2026

By focusing on diversification, clear financial objectives, and thoughtful fund selection, investors can build portfolios that reflect both their goals and beliefs.

Address

8044 Montgomery Road Suite 530
Cincinnati, OH
45236

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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