owaadmin, Author at Oswego Wealth Advisors

A Time of Gratitude

by owaadmin | Dec 12, 2022 | Financial Planning

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 owaadmin | Sep 24, 2022 | Financial Planning

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 owaadmin | Aug 29, 2022 | Financial Planning

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...

How to Protect Your Wealth in a Volatile Market

by owaadmin | Jul 15, 2022 | Financial Planning

By Craig Childress, CFP® Author of Practically Investing: Smart Investment Techniques Your Neighbor Doesn’t Know, Coreen T. Sol said, “Volatility in the up direction is not a problem—it’s only downward volatility that offers discourse.” Unfortunately, that downward...

Who We Serve and What We Do Best

by owaadmin | Jun 25, 2022 | Financial Planning

By Craig Childress, CFP® Does it seem like things in our world are becoming increasingly uncertain? Everywhere we turn things keep changing; the state of the economy, political unrest, the housing market, and even the weather are unpredictable. This uncertainty can...

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