6 Tips to Keep Your Retirement On Course in the Midst of Inflation
By Craig Childress, CFP® You can’t scroll through your social media feed these days without seeing a meme about high gas prices or even the price of a dozen eggs. But what most of us are wondering is, will these high inflation rates last, and if so, how will it affect...
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
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...
The Top 4 Financial Mistakes I See Pre-Retirees Make
By Craig Childress, CFP® Like a lot of things in life, retirement can sneak up on you and be there before you know it. As we look forward to retirement, we may envision a life of relaxation, but if you are not adequately prepared, it may cause undue stress instead....
How Much Risk Is Too Much in Your Portfolio?
By Craig Childress, CFP® Are the panic-inducing headlines about inflation and stock market volatility causing you stress? We get it. In stressful economic times, it can be tempting to panic—especially when it comes to our finances. After all, we are naturally averse...
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...
How to Protect Your Wealth in a Volatile Market
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...
