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...
by Shane O'Hara, CFP® | Feb 3, 2023 | Bi-monthly financial updates
TOMORROW AND THE FED The Federal Reserve is meeting today and tomorrow, and perhaps even before you are reading this, they will raise interest rates once again. The question is by 50 or 25 basis points. Many are hoping it is the latter since the inflation number for...
by Shane O'Hara, CFP® | Jan 30, 2023 | Wealth Management
There are many different platforms and strategies that you can leverage to manage your wealth. Since the emergence of digital wealth management, new technologies have been developed to automate financial services. For instance, artificial intelligence tools like...
by Shane O'Hara, CFP® | Jan 15, 2023 | Tax Tips
If you own assets like a home or car, you need to make sure that they are protected appropriately. Asset protection is a major part of your financial plan, especially your estate plan. An estate and trust plan gives you the ability to determine who will receive your...
by Shane O'Hara, CFP® | Aug 17, 2022 | Financial Planning, Wealth Management
According to the Bureau of Labor Statistics (BLS), physicians and surgeons earn among the highest of all occupations, with a median annual wage of $208,000. While income of $208,000 puts physicians in the top five percent of earners in the United States, it is not...
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