From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains consistent: it’s time to start organizing your finances for the new...
Health Savings Accounts (HSAs) might be one of the most underutilized, tax-incentivized savings tools allowed by the government. HSAs were created by Congress in 2004 to encourage people to save money for future medical expenses. This article will explore who...
FOR IMMEDIATE RELEASE Contact: Drew Kavanaugh Email: dkavanaugh@odysseygroupwa.com Phone: (717) 553-4722 Lancaster, Sept. 24, 2021 - Odyssey Group Wealth Advisors recently bolstered its resources, strengthening its position as a leading financial advising and wealth...
As the rich keep getting richer, it's important to understand the formula behind their wealth. What do many billionaires have in common to explain their enormous wealth? They own companies. Whether by building companies or inheriting them, their wealth is based on...
In the investment world, a huge variety of factors can move markets. Most of these relate directly to economic and business conditions, but political developments are often conflated with market-moving forces, even in cases of time-worn political debates. Investors...
As markets continue pushing toward all-time highs, some investors are seeing their portfolios grow larger than they ever expected. For many, that prompts two questions: With so much market growth, how do I lock in these gains and ensure I won’t lose them? Should I be...
Our past articles discussed the basic elements of Social Security, benefits available for spouses and family, and when to file for benefits. This article will address one of the most frequent questions we receive from clients: Will Social Security be around for me? We...
Several kinds of taxes may be due shortly after a family member’s death. During this emotional time, it may be worthwhile to employ a tax professional and estate attorney to alert you and the family to important deadlines. Knowing the basic tax considerations can help...
It can be extremely difficult to focus on administrative and other tasks when dealing with the loss of a family member. This checklist will help you account for all the various details that need to be addressed. Contact: Funeral home Primary care physician Deceased’s...
The death of a spouse or life partner is difficult enough without having to make decisions about a host of financial issues. To help minimize stress when this sad time arrives, the following list provides a framework for organizing your financial affairs. Death...