ArticleRetirement Income
Your Future, Our Focus
At OmniStar Financial Group, there is a lot that happens behind the scenes. You may never see the hours spent double-checking trades, coordinating with…
1 min read · September 15, 2025
Insights
Retirement Income
Everything we've published on Retirement Income.
ArticleRetirement IncomeThe Retirement Plan Your Employees Want (And Will Stay For)
You are already offering a 401(k), but no one is using it. You are hiring strong candidates, but many leave after only a couple of years. The benefits…
4 min read · August 20, 2025
ArticleRetirement IncomeThe Importance of Timing When Planning for Retirement
When we talk with clients and prospective clients retirement is generally their primary goal. We work our lives and sacrifice during our savings years to…
2 min read · July 21, 2025
ArticleRetirement IncomeMay 15, 2025 – Market Wrap-Up
Year-to-Date Returns (as of May 14th, 1 pm, 2025) Delinquencies on the Rise: Delinquency rates on credit card debt, which has not been serviced in at…
2 min read · May 15, 2025
ArticleRetirement IncomeMake the Most of Giving Part I
Many of our clients value giving. Whether tithing to their church or donating to local non-profits; giving is in our hearts. This is why Philanthropy is…
2 min read · April 24, 2025
ArticleRetirement IncomeSaving for a Legacy
When exploring the origination of a problem in finance, typically the issue lies in variance from fundamentals. Fundamentals matter. They always have and…
3 min read · March 7, 2025
ArticleRetirement IncomeLeveraging Financial Services to Enhance Your Fiduciary Retirement Plan: Expert Insights
Navigating the intricacies of a fiduciary retirement plan can feel overwhelming. But with the right financial services and guidance, you can turn…
3 min read · January 22, 2025
ArticleRetirement IncomePlanning for 2025
In December I wrote about the top five topics you don’t want to miss for 2024. Each year we talk about end of the year planning, and it is important that…
3 min read · January 10, 2025
ArticleRetirement IncomeBusiness Succession Planning for Family-Owned Businesses: Balancing Family and Financial Goals
Running a family-owned business comes with its own unique set of challenges, especially when it comes to preparing for the future. One of the most…
3 min read · December 31, 2024
ArticleRetirement IncomeThe Art of Wealth Management
I am neither an economic savant, nor do I hold a Nobel Peace Prize for work in monetary dynamics and optimum currency areas like Robert Mundell, but I do…
3 min read · August 9, 2024
ArticleRetirement IncomeThe Rise of Remote Work: Adapting Employee Retirement Benefits for the Modern Era
The rise of remote work has significantly altered the landscape of employment and benefits. As more employees work from home, adapting employee…
3 min read · August 8, 2024
ArticleRetirement IncomeRoth Contributions
We have been talking with many clients about the benefits of additional Roth dollars in their portfolios. Roth money has already been taxed, grows…
3 min read · July 19, 2024
ArticleRetirement IncomeThe Importance of Including Family in Financial Planning
Introduction Financial planning is an essential aspect of securing a stable and prosperous future. While traditionally viewed as an adult responsibility…
3 min read · July 8, 2024
ArticleRetirement IncomeSocial Security Planning
Recently in a meeting Phil and I were talking to someone, and he brought up a very interesting strategy. He mentioned that he and his wife were talking…
2 min read · May 10, 2024
ArticleRetirement IncomeNavigating the Promise And Peril of Backdoor Roth IRAs
In the ever-evolving landscape of retirement planning, savvy investors are always on the lookout for strategies that can maximize their savings while…
4 min read · May 8, 2024
ArticleRetirement IncomeAffordable Housing
Have you heard the groans of college grads and young professionals, overwhelmed because they can’t find an affordable house? We have, and we believe…
2 min read · April 26, 2024
ArticleRetirement IncomeBetter Than Chocolate or Roses for Your Valentine
Good communication in relationships isn’t just about sweet nothings—it’s also about financial transparency and making good decisions. According to a 2021…
2 min read · February 9, 2024
ArticleRetirement IncomeSecure Act 2.0: Contribution Limit Changes
Signed into law in December 2022, Secure Act 2.0 set in motion sweeping retirement plan reform last year. Keeping in mind those changes, we would like to…
2 min read · February 2, 2024
ArticleRetirement IncomeRetirement for Millennials
Retirement for Millennials Without a doubt, retirement can seem like it’s ages away. But the sooner you start planning and saving for your golden years…
4 min read · March 17, 2023
ArticleRetirement IncomeGenius Benefits of Required Minimum Distributions: Your 6 Point Guide
“Required Minimum Distributions (aka RMDs) are an important topic if you have an IRA or 401(k). Are you approaching retirement age? Are you trying to…
8 min read · February 22, 2023
ArticleRetirement IncomeSecure Act 2.0 has a Massive Price Tag
The Secure Act 2.0 was a ground-breaking move by President Biden during the holiday season that comes with a massive price tag. The $1.7 trillion omnibus…
57 min read · January 19, 2023
ArticleRetirement IncomeDo I Need a Wealth Advisor? 4 of the Top Benefits
If you’re among the 72% of Americans who are stressed about money, it’s easy to get stuck in a rut. Luckily, it’s possible to manage your money and…
3 min read · December 22, 2021
ArticleRetirement Income5 Benefits of Planning For Retirement Early
When you’re young and just getting started, saving money for retirement may not be your top priority. That’s understandable if retirement is way down the…
3 min read · October 18, 2021
ArticleRetirement IncomeStocks Remain Strong, U.S. Passes Baton to Europe
The restart of economic activity is real, and well underway. As this condition broadens, we remain confident in our pro-risk stance; underweighted in…
2 min read · August 11, 2021