How to Transfer Wealth to the Next Generation

How to Transfer Wealth to the Next Generation

By Craig Childress, CFP® Have you ever considered the legacy you’ll leave behind? Legacy can have many meanings, but in the realm of financial planning, it refers to the assets and wealth that you’ll pass down to your descendants. It’s a noble aspiration to leave a...
Financial Planning for Aging Parents

Financial Planning for Aging Parents

By Craig Childress, CFP® Caring for aging parents can be a heavy responsibility that many may not feel prepared to handle. With the right plan in place, however, you can have confidence knowing their financial legacy is preserved even during time of transition. To...
How Much Do I Need to Retire Comfortably?

How Much Do I Need to Retire Comfortably?

By Craig Childress, CFP® A retirement plan should be as unique as a fingerprint. There is no one plan that works for everyone. Your plan starts with your retirement date and goes through what your retirement life will look like. Working with a financial advisor who...
A Time of Gratitude

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...