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  • The Roetenberger Generational Wealth Advisory Group
    8044 Montgomery Rd. Suite 710 Cincinnati, OH 45236 T: 513.786.7834 TF: 866.266.3302 F: 833.739.8789
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    • Infographic
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
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Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
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Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation
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Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
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What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Infographic: Find the words to connect with your loved ones
8 questions to ask your family during the holiday season.
Family & Lifestyle
Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
Estate & Giving
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
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The Roetenberger Generational Wealth Advisory Group logoThe Roetenberger Generational Wealth Advisory Group logo
  • The Roetenberger Generational Wealth Advisory Group 8044 Montgomery Rd. Suite 710 Cincinnati, OH 45236
  • T 513.786.7834
  • TF 866.266.3302
  • F 833.739.8789
  • Map & Directions
  • Map & Directions
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