Advisory Planning Services with a Primary Focus On Wealth Building Strategies for Women
Fundamentally speaking, there is not a huge difference in financial planning for woman verses planning for men. We all share similar goals: maximize wealth potential, minimize costs and inefficiencies and reduce risk. Concerning investing, we should all strive to make sure we have multiple buckets of wealth in place to weather any storm that may occur in our lifetime. Yet, unlike men, women face many unique circumstances that men will not encounter.
A Few Challenges Women Face
- Pay Disparity
- Shorter Working Careers
- Fewer Financial Resources
OBN Wealth Advisors is eager to assist you in making sound financial decisions that will help you move closer to your personal financial goals and help you be better prepared for any rainy day. We want you to live an abundant life.
Our website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, feel free to send us a note with any questions you may have about any particular financial concepts. We promise to get back to you as promptly as possible with a thoughtful answer.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are 5 reason why you may consider working through retirement.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Without your knowing, your investment portfolio could be off-kilter.
Take the guesswork out of your IEP or SEP with this helpful article.
When you’re married and have children, insurance needs will be different.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What if instead of buying that vacation home, you invested the money?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
There are hundreds of ETFs available. Should you invest in them?
When you retire, how will you treat your next chapter?