by OFGAdmin | Jun 14, 2022 | Financial Planning
It’s no secret that the housing market has gone crazy. Prices are high, and inventory is low. If you’re retiring, and you aren’t planning on moving any time soon, you may be thinking that the market demand doesn’t affect you. But is that an accurate...
by OFGAdmin | Nov 23, 2021 | Radio
Making the Most of Market Opportunities A financial plan can make a world of difference, especially when you’re making the most of market opportunities. Dean Barber, Bud Kasper, and Ken Osiwala look at some of those opportunities, as well as ones outside of the...
by OFGAdmin | Nov 22, 2021 | Financial Planning, Social Security, Tax Planning
I’ll say it. I want to be someplace warmer right now. Here we are in November, and the temperatures in Florida sound pretty tempting right now. I understand why there are snowbirds. Last week on America’s Wealth Management Show, Dean Barber and I discussed...
by OFGAdmin | Nov 14, 2021 | Financial Planning
My oldest daughter was recently married in a beautiful ceremony in Florida. After it was over, it dawned on me the number of parallels throughout this wedding planning process is shared to retirement planning. Now, to be honest, I wasn’t as involved as my wife...
by OFGAdmin | Nov 7, 2021 | Financial Planning
It’s that time of year. What time is that, you ask? It could be football time. I could say it’s the Thanksgiving or Christmas season, but that isn’t the time I’m referring to. From my and my Advisors’ point of view, it’s the...
