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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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WELCOME!

Parallel Equity Advisors, Ltd., is a group of owners, practicing Investment Adviser Representatives (IARs) and associates created to help clients with fee-based wealth management and financial planning. Founded in 2010, we have a vibrant client base of individual investors, families, and closely held businesses.

We believe in breaking down the complexities of advisement into simple, easy to understand steps, creating a proactive, client-centered process.  Empowering and educating our clients is the focus of our business model.  

We appreciate your interest and look forward to serving you in the future.

Parallel Equity Advisors, Ltd. 5650 Blazer Parkway Dublin, OH 43017

(844)-KNOW-PEA 

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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