Have you heard these 5 money myths?
…assumption based on how old you are? People often look for patterns and trends when it comes to spending and saving, but in reality, your financial approach probably isn’t based…
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On Charitable Giving
…spiritual nourishment garnered here at OBPC every Sunday morning, but also others in our community, nation and world; “…when you were younger, you dressed yourself and went where you wanted;…
Which remodeling projects might actually pay off?
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
4 Planning Approaches to Keep in Mind
…portfolio’s allocation, such as purchasing more stocks and selling some bonds (or vice versa). This action can help your holdings maintain a level of investment risk that you’re comfortable with….
Get your taxes ready early and right
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
Meet David H. Morgan, MSFS, CFF, RMA, CEP®
David H. Morgan is a financial advisor who offers a truly comprehensive, holistic approach to the most critical aspects of a client’s life: estate planning, wealth management, income planning and…
Top Home Remodeling Projects for Aging in Place
…years, while only 65% of seniors between the ages of 60 and 70 find it comfortable to live autonomously. One of the biggest problems of ‘aging in place’ is that…
Ideas for Safeguarding Your Wealth in 2020
…helped you find financial stability, and now it’s time to go the extra mile to ensure your assets will stay secure for years to come. You probably already have a…
Is now the time for a sabbatical?
…job, often with a renewed sense of commitment. Does Your Employer Have a Sabbatical Policy? Many companies see value in offering a sanctioned gap year to top talent, especially when…
5 Pilgrimages to Add to Your Bucket List
…as many as 60 days to complete, features 88 intricate temples. The Camino de Santiago, also known as the “Way of St. James,” leads to the Cathedral of Santiago de…
