Experience Matters in Today’s Financial Environment
Welcome, we’re Cardinal Wealth Management LLC, a Wealth Management and Financial Planning firm in Steubenville, Ohio. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our Financial Planners and staff have over 85 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 740-314-8342.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Simple steps may help you foil hackers and protect your privacy.
Retirees traveling abroad need to know that their health insurance travels with them.
Bonds may outperform stocks one year only to have stocks rebound the next.
Life insurance proceeds are generally tax-free. But not in all cases.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What does your home really cost?
Are you ready for retirement? Here are five words you should consider.