by Shane O'Hara, CFP® | Mar 20, 2023 | Bi-monthly financial updates
BIPARTISAN EFFORT WORKING ON SOCIAL SECURITY Depending on who you ask, Social Security’s trust fund is expected to run out of money in about a decade between 2032 and 2035. Both the Democrats and Republicans play the blame game without a lot of substantiation....
by Shane O'Hara, CFP® | Feb 28, 2023 | Tax Tips
Charity auctions are a popular way for individuals to support their favorite causes while also potentially receiving a tax benefit. However, not all charitable donations made through auctions are tax deductible. Whether you are a frequent bidder at charity auctions...
by Shane O'Hara, CFP® | Feb 25, 2023 | Estate Planning
Estate planning is an important consideration for all individuals, but it becomes even more crucial for those with high net worth. As a wealthy individual, you have more assets to protect and more complex financial considerations to take into account. Whether you are...
by Shane O'Hara, CFP® | Feb 15, 2023 | Retirement
As a dentist, you have dedicated your career to helping others improve their oral health. But have you given enough thought to your own financial health? Retirement planning is crucial for dentists, as they face unique financial challenges and opportunities. From...
by Shane O'Hara, CFP® | Feb 10, 2023 | Financial Planning
Starting a new job can be an exciting time, but it can also come with many new responsibilities and decisions, especially when it comes to managing your finances. As a newly salaried employee, you may be wondering how to make the most of your new income and set...
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