A Time of Gratitude
By Craig Childress, CFP® As the year winds down, we at Oswego Wealth Advisors would like to take the time to reflect on all that 2022 has brought us. We are grateful for the long-lasting relationships we have built with our clients and colleagues over the years. In...
If Widowhood Happened Tomorrow, Would You Be Prepared?
By Craig Childress, CFP® While it’s impossible to emotionally prepare for the loss of a life partner, you can take steps to put a sound financial plan in place. It can make a difference knowing you won’t be overwhelmed with financial burdens during such a devastating...
Could a Defined Benefit Plan Reduce Taxes for Your Business?
By Craig Childress, CFP® One of the most frequent issues small companies deal with is funding the personal retirement plan of the business owner. Some company owners can make use of special opportunities provided by defined benefit plans (DBPs) to significantly...
