Jason O'Dell Archives | OJM Group

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Achieving Financial Wellness: A Guide for Physicians

March 14, 2024

By David B. Mandell, JD, MBA

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What You Need To Know if You May Inherit an IRA

January 19, 2024

By David B. Mandell, JD, MBA

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Financial Stability During the COVID-19 Crisis

April 1, 2024

By Jason O'Dell, MS, CWM

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Advice for the New Year

February 14, 2020

By Jason O'Dell, MS, CWM

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Boost Tax Deductions & Retirement Savings

November 29, 2023

By David B. Mandell, JD, MBA

Retirement-Plan-Savings

Cash Balance Plans: Under-Utilized Tax Reduction Tools

April 1, 2024

By Jason O'Dell, MS, CWM

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How to Choose an Investment Advisor? Three Mistakes to Avoid

November 17, 2018

By Jason O'Dell, MS, CWM

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Fiduciary vs. Suitability Standards

November 17, 2018

By Jason O'Dell, MS, CWM

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Investment Alternatives to Reduce Portfolio Risk

April 1, 2024

By Jason O'Dell, MS, CWM

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Strategies to Reduce Volatility and Improve Tax Efficiency

July 4, 2023

By Jason O'Dell, MS, CWM

life insurance files

Is it Time to “Refi” Your Life Insurance?

September 19, 2023

By Jason O'Dell, MS, CWM

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