Are you one of the more than 58 million Americans who use a 401(k) plan to save for retirement? As of the end of 2019, 401(k) plans held more than $6.2 trillion, which accounts for nearly 20% of all retirement assets in the United States.1 A 401(k) can be an effective savings vehicle for a […]
Tag: financial planning
What Does the 2020 Election Mean for Your Portfolio?
The 2020 election cycle is in full swing. It’s primary season, which means the general election is right around the corner. Before you know it, the two major parties will have their conventions and we’ll be heading to the ballot box. Of course, you may already have election fatigue. From the local level all the […]
Are You Facing a Retirement Tax Bomb?
Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the biggest is their tax treatment. As you may know, these accounts are tax-deferred. That means you don’t pay taxes on growth as long as the funds stay inside […]
3 Investing Mistakes That Can Haunt Your Retirement
It’s that time of year again. Halloween is here. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. Soon, scary movies will be on television and you’ll have little ghouls and goblins showing up at your door for trick-or-treating. This may be the scariest time of the year, but […]
Estate Planning Event
Trusts for All Seasons – and All Reasons! Are you concerned about: Protecting your assets? Managing your assets if you become incapacitated? Avoiding probate? Passing an inheritance on to your family? Preventing chaos and disputes among your family about their inheritance? Caring for a disabled child or adult family member? Protecting your children’s inheritance? If […]
Estate Planning Event
Trusts for All Seasons – and All Reasons! Are you concerned about: Protecting your assets? Managing your assets if you become incapacitated? Avoiding probate? Passing an inheritance on to your family? Preventing chaos and disputes among your family about their inheritance? Caring for a disabled child or adult family member? Protecting your children’s inheritance? If […]
Women, Wine and Wealth
In today’s ever-changing economy and social environment, women are being faced with many challenges concerning their assets, retirement income, tax strategies, long-term care needs and many more.
Are You Prepared for a Life-Changing Event?
Oliver Asset Management is excited to host TRUSTS FOR ALL SEASONS – AND ALL REASONS, a workshop focusing on Estate Planning.
Tax Planning Strategies
Transitioning into Retirement Seminars Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about: How can I optimize my […]
Estate Planning (Wills and Trusts)
Transitioning into Retirement Seminars Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about: How can I optimize my […]