For Executives

Cincinnati Wealth Management Firm Celebrates First Anniversary by Adding Four New Partners & Expanding Footprint Nationally
by LiveWell Capital
LiveWell Capital was founded in 2020 to serve clients looking to not only get the most out of their money but the most out of their life.
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The 101 on Fortune 500 Compensation Plans
by Andy Scarpitti
Cincinnati is the home of eight Fortune 500 companies, which is exceptional for a city of our size. Compensation plans at these firms can be lucrative but also confusing.
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What I Have Personally Learned from This Crisis and How I'm Advising My Clients
by Ben Beshear
I am writing this article on March 23, and to say the world has changed a lot over the last few weeks would be an understatement.
Read MoreFor Retirees

10 Questions You Should Ask Before You Retire
by David Schimberg & LiveWell Capital
For those considering it in their near future, we believe these 10 key questions are an essential starting point.
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A New Way to Think About Retirement
by Ben Beshear
Before I get into why I think retirement needs to be re-thought, it is worth looking at the history of retirement and how 65 became the established age as a societal norm in the first place.
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5 Strategies That Will Keep You Calm During Volatile Markets
by Ben Beshear
"I don't know what's going to happen next." How is that for an unsettling statement from a financial advisor?
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Good Financial Groundwork Takes Flexible Goals-Based Planning
by Brad Weeks
Clients come to an advisor with an idea of their ideal future and the advisor lays out the most efficient and effective plan to achieve the future. But what happens if a client doesn't know what future they want?
Read MoreFor Entrepreneurs

Books to the Rescue: Teaching Your Children About Money
by John Brannon, PH.D., CFP
It's strange - even when it came to money, I didn't have the right words when it came to talking about money with my daughter.
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Our Happiest Clients Believe in Generosity
by Ben Beshear & LiveWell Capital
If you are like us, 2020 has left you with more questions than answers, and it has certainly added a lot of chaos to our lives.
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