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...
SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings
By Craig Childress, CFP® Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the...
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...
