Organizing Your Life Files

by | Jan 25, 2022 | Life Planning

  Take the first step in managing your financial future. Set up a free, no-obligation exploratory meeting today. Schedule a 15-Min Call An initial 15-minute conversation will help us get to know you and your needs. It will also help determine if we are a good match to...
Social Security Webinar Transcript

Social Security Webinar Transcript

by | Nov 4, 2021 | Uncategorized

Social Security Webinar Transcript This transcript is taken from the Wednesday, October 27, 2021 Social Security Webinar put on by Oswego Wealth Advisors. Today we will address 9 things you need to know in order to make the most of Social Security benefits for your...
Fraud Awareness Webinar

Fraud Awareness Webinar

by | Mar 24, 2021 | Fraud

On Tuesday, February 23, Oswego Wealth Advisors hosted a webinar featuring Ellen Klem, Director of Consumer Outreach and Education at the Oregon Department of Justice, to review new trends and tools used by scammers and help stop the fraud before it starts.   Download...
Shutting Down Scams

Shutting Down Scams

by | Jan 13, 2021 | Fraud

Congratulations! You have done your homework and started to avoid scams. You visited the FTC website to learn about opting out of unsolicited communications. You are on the National Do Not Call Registry, and know that it is now illegal for companies you haven’t done...
When Scammers Call

When Scammers Call

by | Dec 10, 2020 | Fraud

Mr. Smith received a phone call one day. The news from the other end was alarming. It was from the Social Security Administration letting him know there was a problem with his number. Someone had used it to buy nearly a quarter of a million dollars worth of...