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Kovalcik & Geraghty Wealth Partners LLPKovalcik & Geraghty Wealth Partners LLP
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    2074 Arlington Ave Upper Arlington, OH 43221-4395 T: 614.222.4888 TF: 888.760.9313
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    49 Boundary St Bluffton, SC 29910-7010 T: 614.222.4888 TF: 888.760.9313
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Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Watch Video
Read
Financial resolutions for 2026
Start the new year right by reviewing and revamping your financial plan.
Family & Lifestyle
Infographic: Building a complete care team for a confident retirement
10 professionals worth having on speed dial.
Retirement & Longevity
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
Read
Aging solo
The practicalities and possibilities of embracing the future on your own.
Retirement & Longevity
Read
Funding long-term care with an irrevocable life insurance trust
How this strategy can help you avoid unnecessary taxation and create generational wealth.
Retirement & Longevity
Read
Social Security increases benefits by 2.8% for 2026
The 2026 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
Make the most of Medicare's annual enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
The three ingredients of a purposeful retirement
What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

Kovalcik & Geraghty Wealth Partners LLPKovalcik & Geraghty Wealth Partners LLP
  • 2074 Arlington Ave Upper Arlington, OH 43221-4395
  • 614.222.4888
  • 888.760.9313
  • Map & Directions
  • Map & Directions
  • 49 Boundary St Bluffton, SC 29910-7010
  • 614.222.4888
  • 888.760.9313
  • Map & Directions
  • Map & Directions