Osborn Williams & Donohoe

With National 401(k) Day just passing, it is a great reminder to periodically review your progress toward retirement. Regular check-ins help ensure you’re on track to meet your retirement goals and give you the opportunity to make adjustments as needed. #National401kDay #RetirementPlanning

Ready to empower your child's financial future? Dive into five fun and effective ways to teach the value of money, from earning through chores to smart shopping tips. Turn saving into a fun and rewarding part of everyday life! #FinancialLiteracy #KidsFinance #SmartSavings

Approaching 65 and considering Medicare? Our latest article breaks down the crucial questions you need to ask when enrolling in Medicare for the first time. From understanding the differences between Original Medicare and Medicare Advantage to knowing when and how to sign up, we’ll help guide you through the process. #Medicare #HealthInsurance #RetirementPlanning

For our latest market analysis and economic outlook, check out our Mid-2024 Market Review and Outlook. #MarketReview #TuningOutTheNoise #EconomicAnalysis

Take control of your legacy. Discover the importance of choosing the right executor or trustee for your estate. #EstatePlanning #FinancialWellness

Thinking about retiring early? Our latest article provides a comprehensive guide to help you navigate your finances, lifestyle choices, and more. Discover how to make your dream of early retirement a reality. #EarlyRetirement #FinancialPlanning #RetirementGoals

Lost in a sea of paperwork? Discover how to navigate the chaos with our practical guide. Learn what to keep, what to discard, and how to organize your important documents. #OrganizationTips #PaperTrail #FinancialPlanning

Grow your financial knowledge with our glossary of key terms. #FinanceGlossary #FinancialEducation

Have you considered integrating art and collectibles into your estate plan? With the art market valued at $1.7 trillion and contemporary art appreciating at 14% annually, it's a valuable asset. Explore strategies for cataloging, appraising, and discussing your estate with beneficiaries. Whether you choose to gift, sell, or donate, a well-thought-out strategy will help to keep your legacy intact. #EstatePlanning #ArtInvestment #WealthManagement #LegacyPlanning

Elections create market noise and uncertainty, but staying invested is key. Avoid biases and focus on long-term goals. Historical trends show markets rise over time, regardless of political outcomes. Rely on your advisor and stick to your plan. #ElectionYear #FinancialPlanning #InvestmentDiscipline