5 Surprising Facts to Know About Retirement By GREG O’DONNELL, INVESTMENT ADVISER | O’Donnell Financial Group November 11, 2019 Kiplinger Article You’ve worked the majority of your life. And, you deserve to have many blissful years ahead, which is why it’s so important to have a plan. The first step is education: There are many facts you…

4 Big Considerations Before You Retire Published July 30, 2019 By DANA ANSPACH Balance Article   The scary thing about many retirement decisions is that they are permanent. Take time to think through choices about your biggest retirement decisions: When to begin claiming Social Security When to retire from your job What are your pension options How…

Estate Planning Before 2020 Election: Maybe Only One Spouse Should Make Gifts Published Oct 4, 2019, 09:36am By Martin Shenkman Forbes Article   One of the most common estate planning tools right now is the use of non-reciprocal spousal lifetime access trusts (“SLATs”). We’ll explain that common planning technique and then why the way many…

Photo from Getty images Money Management Myths Exposed Published October 7, 2019  By Cybele Weisser, AARP AARP Article   Owning a car is always better than leasing. A lot of people are stretching out the terms of their car loans to 72 months—that’s six years—in order to afford the payments. But if you do that, you have…

Photo from Getty images Tax-Free Investment Strategies Published September 23, 2019 By BRIAN EVANS, CPA, PFS Kiplinger Article   “There’s one for you, 19 for me, cuz I’m the tax man” was from the first tax protest song as performed by the Beatles. You see, Britain imposed the 95% tax bracket on the Fab Four, leaving…