D

Dougherty & Associates

(on montgomery)
Financial Services in Cincinnati, OH
Financial Services
Lawyers and Law Firms

Hours

Monday
9:00AM - 4:00PM
Tuesday
9:00AM - 4:00PM
Wednesday
9:00AM - 4:00PM
Thursday
9:00AM - 4:00PM
Friday
9:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

8044 Montgomery Rd.
Cincinnati, OH
45236

About

Dougherty & Associates focuses on wealth management. We help prepare for critical life events such as retirement, loss of a loved one, and significant wealth/business transfer. Grounding our recommendations and investment strategies in the complete understanding of our clients' objectives and, most importantly, values, can only be achieved using a thorough, sophisticated planning process. This is a lifetime process that informs and transforms the investment decisions we make over the years.

Latest

Happy to announce that, once again, we are honored to receive this recognition! Click to view My Five Star Professional Magazine Profile E-reprint https://bit.ly/356yutT FIVESTARPROFESSIONAL.COM Charlotte Dougherty E-Reprint - Five Star Professional
https://bit.ly/3cS0xyW #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice BUSINESSINSIDER.COM Inheriting an IRA? Here are all the options and withdrawal rules beneficiaries should know
https://bit.ly/30kqfaz #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice FORBES.COM You Have An Estate Plan. Will It Work?
https://on.mktw.net/2HFusPx #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM Settling debts with creditors could do more harm than good—consider these options
https://bit.ly/332Nxn9 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice BUSINESSINSIDER.COM The rule of 55 lets you tap into your 401(k) early without paying a penalty, but only if you meet the age requirement and other terms
https://bit.ly/348OU31 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice BARRONS.COM For 401(k) and IRA Holders, Sept. 30 Is Key Deadline for Designating Beneficiaries
https://bit.ly/2GHZaaM #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice TWOCENTS.LIFEHACKER.COM Should You Merge Your Old 401(k) Into Your New Plan?
https://on.mktw.net/3jM90qe #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM Your guide to the tricky tax rules of retirement
Are you financially astute? Take this short quiz to see how you stack up to the "big three" of financial literacy with questions about interest rates, inflation and diversification. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM Hope to retire someday? See if you can answer these six simple questions
Looking for a social-distancing-friendly spot to visit near you? From secret beaches to drive-through safaris, check out this list of destinations in every state #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM Itching to get away? Here are the best destinations in every state to keep your social distance
The recession and global pandemic are hitting charities where it hurts the most: in the wallet. Here's how you can help:#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice KIPLINGER.COM Retirees' Guide to Giving for the Greatest Impact | Kiplinger
https://on.mktw.net/314MIsg #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM This is how to build a portfolio strong enough to handle any uncertainty about the economy and the election
For investors who are considering changing approaches because of the election, remember that market growth is about participation, not timing. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM Should you change your investments because it’s an election year?
How to create better financial habits - no matter what's going on in the world #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM How to create better financial habits — no matter what’s going on in the world
https://bit.ly/35rykf6 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice BUSINESSINSIDER.COM Understanding the way compound interest works is key to building wealth or avoiding crushing debt. Here's how to make it work for you
FIRE isn't the only path to a happy retirement #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM FIRE isn’t the only path to a happy retirement
3 reasons to retire as early as you can #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice USATODAY.COM 3 reasons to retire as early as you can
https://bit.ly/3oKa8gP #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MONEY.USNEWS.COM The Role of Financial Planning During Times of Uncertainty
These are the numbers for the tax year 2021 beginning January 1, 2021. They are NOT the numbers and tables that you’ll use to prepare your 2020 tax returns in 2021. . #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice FORBES.COM IRS Releases 2021 Tax Rates, Standard Deduction Amounts And More
https://cnb.cx/3owyB9h #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM ‘Black Panther’ star Chadwick Boseman died without a will. Here’s why you should have an estate plan
These technologies allow you to shop with friends, without leaving the house #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM These technologies allow you to shop with your friends — without leaving the house
https://cnb.cx/32iEfCu #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM Here's a decade-by-decade guide to retirement planning
Agree with most of these but not all. https://bit.ly/2JBEkLc #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MONEYWISE.COM Suze Orman says don't make these costly money mistakes
https://bit.ly/3erB6oY #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice FORBES.COM How To Teach Your Kids (and Yourself!) About Money
https://on.mktw.net/3oNhe4d #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM What you can do if you find yourself suddenly retired
https://bit.ly/36JsK8r #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MIC.COM Exactly how much money you should have saved at every age
https://bit.ly/3pnmBr3 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG What You Need to Know About Taxes and Your Retirement
https://bit.ly/3pgB2gJ #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice IRS.GOV New income ranges for IRA eligibility in 2021 | Internal Revenue Service
https://bit.ly/3348s8P #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NERDWALLET.COM 15 Ways to Lower Your Energy Bill in 2020 - NerdWallet
https://bit.ly/2GF8tFx #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NERDWALLET.COM 10 Ways to Trick Yourself Into Saving Money
This article walks through the tax treatment of home office-related expenses for employees and contractors while working from home. As always, be sure to consult a tax professional with any questions. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice KIPLINGER.COM Tax Wrinkles for Work-at-Home Employees During COVID-19 | Kiplinger
Wishing you a very Happy Thanksgiving! #Dougherty-associates.com;http://bit.ly/2z0gB1B
Are you achieving all you are capable of? #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice FORBES.COM Are You Achieving All That You Are Capable Of?
The universal charitable deduction may allow non-itemizers to claim a tax break of up to $300 when you file taxes in 2021. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM There are many reasons to donate to charity this Giving Tuesday — but here’s a little added tax incentive
How well do you really know these classic holiday tunes? #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice AARP.ORG Christmas Music Quiz: How Well Do You Know Your Carols?
https://cnb.cx/3fTVRdK dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM The psychological difference between spenders and savers (and what your habits say about your personality)
Proposed package has extended eviction moratorium, enhanced unemployment benefits, Paycheck Protection Program funds and more #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM Here’s what’s included in the $908 billion bipartisan relief proposal
If you were to choose a word that rose above most in 2020, which word would it be? #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice TODAY.COM Merriam-Webster's word of the year is the least surprising thing about 2020
https://bit.ly/3lT5qLk #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG 301 Moved Permanently
https://bit.ly/331POxk #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG The Things We Get Wrong Planning for Retirement
https://bit.ly/3av2McH #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice AMP.AZCENTRAL.COM The special retirement plan rules of 2020: What you need to know as year comes to end
https://bit.ly/3aaZjQb #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG You Have an Estate Plan. Will It Work?
https://bit.ly/3oHtkuN #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG The Tax Rules for Home Businesses and Working From Home
Watch: Google has released its annual “Year In Search” video for 2020. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice YOUTUBE.COM Google — Year in Search 2020
https://cnb.cx/2tMOXzv #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM Nearing age 65? What you need to know about Medicare
https://bit.ly/37SToO4 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice BUSINESSINSIDER.COM How ditching 3 bad habits helped me save hundreds of dollars in 2020
During this season, we take time to reflect upon the good things we have, such as our relationship with you. We appreciate working with you and wish you a happy holiday season.#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
https://cnb.cx/3n1E6e4? utm_source=facebook&utm_medium=news_tab&utm_content=algorithm #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM The budget breakdown of a teacher earning $58,000 a year who paid off her student loans and bought a house in Dallas
Here is Key Financial Data for 2021 in 2 pages
https://bit.ly/38phcJX #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice FOOL.COM The Average 401(k) Savings Rate: Will It Really Fund Retirement? | The Motley Fool
https://cnb.cx/3bjxh5x #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM How to create a budget for a post-Covid world: Financial advisors
By getting a handle on these changes, you'll be able to start early with tax planning and put yourself in position to save as much as you can on your tax bill. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice FOOL.COM What Are the Key IRS Tax Changes for 2021? | The Motley Fool
New year, new financial goals: If you’re starting off the new decade with a list of resolutions, consider adding some financial to-dos #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM 10 financial New Year's resolutions to set now and achieve in 2021
https://bit.ly/2N3v7Nf #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG 7 Tips for Rightsizing or Downsizing During the Pandemic
https://on.mktw.net/3nKOPdo #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM 7 financial resolutions that can boost your wealth for a lifetime
https://bit.ly/3sgkqHy #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice TWOCENTS.LIFEHACKER.COM How to Handle an Unexpected Financial Windfall
https://cnb.cx/3bjxh5x #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM How to create a budget for a post-Covid world: Financial advisors
https://cnb.cx/3sNmmHu #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM Here's how wealthy families will save on estate taxes in the Biden presidency
https://bit.ly/3sJ3o56 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG How to Escape From Retirement Hell
https://bit.ly/3sFeA2G #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG Why You Need a Digital Estate Plan and How to Make One
https://bit.ly/2N3v7Nf #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG 7 Tips for Rightsizing or Downsizing During the Pandemic
https://on.mktw.net/3nKOPdo #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM 7 financial resolutions that can boost your wealth for a lifetime
https://abcn.ws/3iDC975 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice ABCNEWS.GO.COM Millennial Money: Crafting smarter money goals in 2021
https://abcn.ws/3iDC975 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice ABCNEWS.GO.COM Millennial Money: Crafting smarter money goals in 2021
https://cnb.cx/3sNmmHu #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM Here's how wealthy families will save on estate taxes in the Biden presidency
https://bit.ly/3sJ3o56 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG How to Escape From Retirement Hell
https://bit.ly/3sFeA2G #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG Why You Need a Digital Estate Plan and How to Make One
While it’s yet unclear how the story will play out in the long term, it is almost certain to serve as a cautionary tale for years to come. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
https://bzfd.it/3a8QFzS #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice BUZZFEED.COM 15 Money Lessons People Wish They Had Known Before College
Grandparents may be able to help lower their adult child's stress of paying for college even if they have little money but plenty of time. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG How Grandparents Can Help Pay for College - Next Avenue
https://abcn.ws/3iDC975 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice ABCNEWS.GO.COM Millennial Money: Crafting smarter money goals in 2021
https://abcn.ws/3iDC975 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice ABCNEWS.GO.COM Millennial Money: Crafting smarter money goals in 2021
https://bit.ly/3oX4VRM #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MYWALLETJOY.COM When Is the Best Time To Buy a House? | MyWalletJoy
https://bit.ly/3rc0a8y NERDWALLET.COM The 2 Costs That Can Make or Break Your Nest Egg - NerdWallet
Time is one of the greatest assets you have #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice USATODAY.COM How to calculate a tax holding period for stock investments
While it’s yet unclear how the story will play out in the long term, it is almost certain to serve as a cautionary tale for years to come. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
https://bzfd.it/3a8QFzS #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice BUZZFEED.COM 15 Money Lessons People Wish They Had Known Before College
https://on.mktw.net/3jJioLU #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM How much income will your 401(k) provide?
https://bit.ly/3pfzD96 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NERDWALLET.COM How to Save Money: 17 Tips - NerdWallet
https://yhoo.it/3jDXFJB #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice YAHOO.COM How to keep your student loan payment at $0
https://cnb.cx/36UcItu #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM How much you need to invest each month to save $1 million by the time you turn 35, 40 or 45
https://bit.ly/3oX4VRM #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MYWALLETJOY.COM When Is the Best Time To Buy a House? | MyWalletJoy
Here are nine pandemic changes that might just become part of our future survival guide: #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG 9 Things We Learned During COVID-19 That Will Endure
https://bit.ly/2OH5KSd #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MORNINGSTAR.COM 5 Steps Women Can Take to Improve Their Retirement Readiness
https://on.mktw.net/3jJioLU #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM How much income will your 401(k) provide?
https://bit.ly/3pfzD96 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NERDWALLET.COM How to Save Money: 17 Tips - NerdWallet
https://yhoo.it/3jDXFJB #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice YAHOO.COM How to keep your student loan payment at $0
Student loans can be crippling, as can getting to retirement without enough money saved for your future. #Millennials #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM How to balance paying student debt with saving for retirement
Many states have unique and specific provisions regarding the taxation of Social Security benefits, which can be broken into a few broad categories. This map breaks it down. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice ON.MKTW.NET 37 states don’t tax your Social Security benefits — make that 38 in 2022
Here are nine pandemic changes that might just become part of our future survival guide: #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG 9 Things We Learned During COVID-19 That Will Endure
https://bit.ly/2OH5KSd #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MORNINGSTAR.COM 5 Steps Women Can Take to Improve Their Retirement Readiness
https://on.mktw.net/3jJioLU #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM How much income will your 401(k) provide?
https://bit.ly/3bWtuKm #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice BUSINESSINSIDER.COM A single mom who saved $750,000 in 4 years says she followed 6 steps to reach her goal
https://cnb.cx/3dVvPaY #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM Retirees eager to travel should check their Medicare coverage before hitting the road
In recognition of National Heart Health month, here are 10 heart health tips for women to know and remember: #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice NEXTAVENUE.ORG 10 Things Every Woman Should Do to Protect Her Heart
Student loans can be crippling, as can getting to retirement without enough money saved for your future. #Millennials #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM How to balance paying student debt with saving for retirement
Many states have unique and specific provisions regarding the taxation of Social Security benefits, which can be broken into a few broad categories. This map breaks it down. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice ON.MKTW.NET 37 states don’t tax your Social Security benefits — make that 38 in 2022
https://cnb.cx/30hIDAo #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM How much you need to invest each month to save $2 million by the time you turn 40
https://bit.ly/2PwZHA5 #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice BIT.LY Bitly | Forbidden | 403
https://cnb.cx/2MNgI8m CNBC.COM How to save $2 million before you turn 40
https://bit.ly/3bWtuKm #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice BUSINESSINSIDER.COM A single mom who saved $750,000 in 4 years says she followed 6 steps to reach her goal
While the IRS extended the tax-filing deadline last year, that doesn't appear to be the case for 2021. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice USATODAY.COM IRS says it won't extend this year's tax-filing deadline
https://on.mktw.net/3eqRUyd #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MARKETWATCH.COM Opinion: Are there new RMD rules this year?
https://bit.ly/3tb0Uvo #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice ABM.EMAPLAN.COM Let's Talk Retirement
https://cnb.cx/2OtSReh #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM Some families could get more than $14,000 in new Covid relief. It's looking more and more like universal basic income
https://cnb.cx/30hIDAo #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM How much you need to invest each month to save $2 million by the time you turn 40
BROADRIDGEADVISOR.COM Handling Market Volatility
https://cnb.cx/3c0j8dy #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM Student loan forgiveness is now tax-free. What that means for borrowers if Biden cancels the debt
https://cbsn.ws/30Uwqlj #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CBSNEWS.COM How the new stimulus bill offers healthcare, housing help for women forced to leave their jobs
BROADRIDGEADVISOR.COM American Rescue Plan Act Provides Relief to Individuals and Businesses
While the IRS extended the tax-filing deadline last year, that doesn't appear to be the case for 2021. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice USATODAY.COM IRS says it won't extend this year's tax-filing deadline
https://bit.ly/31j0jvK #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice MORNINGSTAR.COM Before You Sell Anything in Your 401(k), Read This
https://cnb.cx/3ra3LDH #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM Biden has promised not to raise taxes on people earning less than $400,000. Here's what he might push for instead
BROADRIDGEADVISOR.COM Handling Market Volatility
https://cnb.cx/3c0j8dy #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CNBC.COM Student loan forgiveness is now tax-free. What that means for borrowers if Biden cancels the debt
https://cbsn.ws/30Uwqlj #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice CBSNEWS.COM How the new stimulus bill offers healthcare, housing help for women forced to leave their jobs

Information

Company name
Dougherty & Associates
Category
Financial Services

FAQs

  • What is the phone number for Dougherty & Associates in Cincinnati OH?
    You can reach them at: 513-745-7007. It’s best to call Dougherty & Associates during business hours.
  • What is the address for Dougherty & Associates on montgomery in Cincinnati?
    Dougherty & Associates is located at this address: 8044 Montgomery Rd. Cincinnati, OH 45236.
  • What are Dougherty & Associates(Cincinnati, OH) store hours?
    Dougherty & Associates store hours are as follows: Mon-Fri: 9:00AM - 4:00PM, Sat-Sun: Closed.