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OBN Wealth Advisors Introduction Video The Facts About Income Tax Rightsizing for Retirement Should You Tap Retirement Savings to Fund College?

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

  • Longevity
  • 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.

Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

What If You Get Audited?

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

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

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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