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Lima Office
212 W. High St.
Lima, Ohio 45801
Bluffton Office
105 S. Main St.
Bluffton, Ohio 45817


College Debt + Saving Money = The (Nearly) Impossible Equation
Graduation is a life altering time. I will be completely independent from my parents’ finances, and be responsible for paying rent and...
Jun 19, 20152 min read


Trim Your Tree Safely: Holiday Decorating Tips
When choosing a Christmas tree, be sure that any artificial tree is certified as flame retardant. Real trees should be fresh. Dry needles...
Dec 3, 20141 min read


Who Doesn’t Love “Free” Money?
One of the biggest regrets that you may have after graduating college is that you didn’t apply for enough (or any) scholarships....
Aug 12, 20142 min read


Insurance Coverage on the College Campus
This is the time of year I often receive questions about the coverages needed to protect students who are away at school. These requests...
Jul 29, 20143 min read


Zoom In On A Winning Presentation
Prezi is a cloud-based presentation and storytelling tool that allows users to present ideas on a virtual canvas. This web-based tool...
Jun 16, 20141 min read


Understanding Your Underwriter
I saw this graphic on Facebook the other day and it made me think about how often my friends and family members ask me this question when...
Jun 2, 20141 min read


Identity Theft: Yes, It Could Happen to You!
To my surprise, I received an e-mail notification from Target in late January informing me that my information had been stolen. Then I...
Apr 23, 20142 min read


The Indispensable Internship
As students venture back to college to start their spring semester or quarter, they should consider searching for an internship for the...
Jan 7, 20142 min read


Dorm Do’s and Don’ts For Your College Student
DO keep your dorm room door locked at all times. Many kids will keep their doors unlocked when visiting a friend a few rooms away,...
Sep 4, 20132 min read


Does Mom Know Best? Insurance Advice for Gen Y
Born sometime between the late 1970’s and early 1990’s (dates vary depending on which website you’re referencing), Generation Y (or...
Jul 31, 20131 min read


The Dos and Don’ts of E-mail Etiquette
E-mail Dos DO know the purpose of your e-mail and make sure you are making your point in a clear and concise manner. DO know your...
Jan 22, 20132 min read


For College Students, Some Exclusions May Apply
In Massachusetts, for example, all household members or customary operators of a vehicle must be listed on the auto policy. If a person’s...
Sep 7, 20122 min read


Ouch! Now What?
Workers’ Compensation, per Wikipedia, is a form of insurance providing wage replacement and medical benefits to employees injured in the...
Aug 31, 20121 min read


Education Doesn’t End at Graduation
Maybe you are not sure where to start or what you should focus on first. Start by asking your boss, friends, or family members what they...
Aug 22, 20122 min read


New Year’s Resolutions – Corporate Style!
With the new year just around the corner, it is customary for us to make our New Year’s resolutions. Whether it’s promising to go to the...
Dec 28, 20112 min read


Train to Save Time and Money
Common sense tells us that well-trained employees make fewer mistakes. Think about what a mistake can cost your company in time and...
Sep 12, 20112 min read


InVESTing in the Future
The thing is, I’m a younger professional in the industry. Most of my co-workers are older than me, and many are closing in on...
Sep 1, 20111 min read
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