Annuities

Principal protection not often matched

Like cash value life insurance, annuities, when structured properly, may offer tax benefits, asset protection qualities, and principal protection in ways that other asset classes cannot match. These advantages are especially applicable for those in or close to retirement and those concerned about outliving their capital or just “living off the interest.”

ARTICLES

surviving the coronavirus recession
Articles

A Business’s 8 Step Prescription for Surviving the Coronavirus Recession

OJM is pleased to share the following timely article authored by CPA Crystal Faulkner of…

VIDEOS

stock market finances
Webcasts

Protect Personal Finances During COVID-19

OJM Group partner David Mandell, JD, MBA, discusses five concrete actions you can take now…

PODCASTS

Jason O'Dell

Password Manager Apps: Should you be using one?

Should you use a password manager app? There are many options out there, but are…