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Matt Jehn

Matt Jehn, CFP is the principle at Royal Oak Financial Group, providing a complete financial solution of professional accounting, insurance, tax and wealth management services to small businesses and individuals in central Ohio.

Articles for Author

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What Happens to Your Retirement Account When You Change Jobs?

Wondering what to do with your 401k when you switch jobs? Consider these four options.

December 1, 2023 - 3 minutes to read

portfolio diversification papers

What are Alternative Investments?

Learn more about alternative investments and if they’re right for you.

November 1, 2023 - 3 minutes to read

a couple opening an ohio legacy trust

Who Needs an Ohio Legacy Trust?

Interested in setting up an OLT? Here’s what you need to know.

October 1, 2023 - 3 minutes to read

a financial advisor discussing IRAs

Traditional vs Roth IRA: What’s the Difference?

Learn about the types of IRAs so you can make smart decisions for retirement planning.

September 1, 2023 - 3 minutes to read

an elderly couple meeting with a financial advisor

Dos and Don’ts of Making a Will

To help prepare yourself for the complexities of will making, learn about these dos and...

August 1, 2023 - 4 minutes to read

couple meeting with financial advisor

How is Social Security Calculated in Lancaster, OH?

Everyone's social security benefits are different, so here are some considerations you can make to...

July 1, 2023 - 3 minutes to read

couple meeting with financial advisor in worthington, oh

6 Steps to Building a Diverse Investment Portfolio in Worthington, OH

Learn how to create a well-rounded investment portfolio that aligns with your goals.

June 1, 2023 - 3 minutes to read

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When Should I Apply for Social Security Benefits?

You're eligible for social security benefits at 62, but is that when you should start...

May 1, 2023 - 3 minutes to read

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What is a Breach of Fiduciary Duty?

Broken trust between your financial professional and yourself is never desired. Learn how to spot...

April 1, 2023 - 4 minutes to read

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  • Services
    • Estate Planning
    • Individual Tax Planning
    • Investment Management
    • Income & Social Security Planning
  • Resources
  • About
  • Our Process
  • Contact

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