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...
