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05/31/2024
The Vital Lifeline in Finance: The Value of a Second Opinion on Your Financial Wellness Plan
In a world where the complexity of personal finance is more pronounced…
05/23/2024
The Importance of Measurement in Personal Financial Management
The principle “If you can’t measure it, you can’t manage it” applies…
05/09/2024
Social Security Planning
Recently in a meeting Phil and I were talking to someone, and…
04/26/2024
Affordable Housing
Have you heard the groans of college grads and young professionals, overwhelmed…
03/28/2024
Debunking the 50/30/20 Rule
One of my favorite quotes by Albert Einstein is, “Every problem should…
02/06/2024
Savings Options for Self-Employed Individuals: Benefits and Tax Strategies
For self-employed individuals, preparing for the future possesses unique challenges. Without corporate…
03/18/2024
Family Governance
Family governance is one of OmniStar’s 10 Elements of wealth management. What…
12/14/2023
The Benefits of Holding Cash within a Portfolio
In the dynamic realm of financial planning, the strategic allocation of assets…
11/30/2023
Portfolio Allocation Strategies for Different Types of Risk Tolerances
Investing is all about creating wealth over a long period. However, the…
10/30/2023
Investment Strategies During a Recession
Recession is a phase that every economy goes through from time to…
