retirement Archives | OJM Group

retired couple hiking

After 2020, Are You Still On Track For Retirement?

January 27, 2021

By Bob Peelman, CFP®

three diversified portfolio buckets

Is Your Portfolio Ready for An Income Tax Increase?

December 17, 2020

By Jason O'Dell, MS, CWM

municipal bonds in your portfolio

Are Municipal Bonds Safe for Your Diversified Portfolio

August 27, 2020

By Andrew Taylor, CFP®

globe in hands

Financial Stability During the COVID-19 Crisis

April 13, 2020

By Jason O'Dell, MS, CWM

financial book for doctors

OJM Group Launches New Book for Physicians

March 27, 2020

By Jason O'Dell, MS, CWM

chess strategy

Financial Strategies for Retirement

February 14, 2020

By Andrew Taylor, CFP®

advisor with client

Is Your Financial House in Order?

January 23, 2020

By Bob Peelman, CFP®

financial advisor working with client

How the SECURE Act May Affect Your Retirement Accounts

January 9, 2020

By Andrew Taylor, CFP®

Three Strategies to Implement for a Retirement-Ready Future

February 13, 2019

By David B. Mandell, JD, MBA

retirement graphic

Four Common Pitfalls in a Qualified Retirement Plan

November 14, 2018

By David B. Mandell, JD, MBA

bull and bear on stock report

Wise Investing: The Key to Building Wealth During Today’s Bull Markets, Bear Markets and Corrections

May 10, 2017

Understanding Risk: How Much Risk is Appropriate for Your Wealth Management Plan?

May 11, 2016