planning Archives - OJM Group

financial team reviewing long-term retirement plan

Why Your Long-Term Financial Plan Must Be Flexible

August 11, 2023

By David B. Mandell, JD, MBA

attorney and gavel

Recent Cases Affect Protection of Assets in LLCs

January 16, 2023

By David B. Mandell, JD, MBA

wealth advisor working with client

2 Investment Options: Upside Potential & Downside Protection

March 10, 2022

By David B. Mandell, JD, MBA

tax form 1040 and american flag

The Current State of Tax Reform

February 14, 2022

By Carole C. Foos, CPA

person working on their long-term care planning

Long-Term Care Planning

January 13, 2022

By Michael Lewellen, CFP®

financial advisor reviewing options

Tax-Loss Harvesting

October 15, 2021

By Adam Braunscheidel, CFP®

tax form 1040 eggs in basket

Reduce Your Tax Liability with a Mega Backdoor Roth IRA

September 13, 2021

By Bob Peelman, CFP®

Time in the Market: More Important than Timing the Market

October 4, 2017

By John Miller

Sell in May and Go Away: Is it a Sensible Strategy for You?

May 3, 2016

By John Miller

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