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Medina Office

5000 Gateway Dr. Suite 105

Medina, OH 44256

Investment and Retirement Links and Resources

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

The information contained herein is based upon sources which we believe to be reliable, but no representation, express or implied, is made with respect to the accuracy, completeness or reliability of the information on the web sites. 
Links are solely intended for convenience and are not intended to be advertisement whatsoever. Linked sites are not under the control of The Zidd Agency, Inc., or The Tavenner Co., Inc. We are not responsible for the content of any linked site or any link contained in any linked site. We do not endorse companies, or their products or services, to which it links. If you decide to access any of the third party sites linked to this site, you do this entirely at your own risk.

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Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
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