Insights

Below are links to our most recent financial planning & wealth management articles, videos, and editions of our bi-weekly newsletter, Views From The Top.

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Insights
Retirement Planning

Tax Day Got You Down? 7 Strategies for Smarter Tax Planning

Discover proven tax reduction strategies that help you keep more of what you earn. Learn how to minimize your tax burden and avoid the post-Tax Day regret.

How Tariffs Impact Your Investments, Retirement, & Inflation

In recent months, the topic of tariffs has dominated economic headlines. With President Trump announcing plans for new trade policies, including potential tariffs ranging from 10-60% on various imports, many Americans are wondering how these tariffs might affect their financial future?

Post-Sale Wealth Management: Financial Planning for a Business Exit

Post-Sale Wealth Management: Financial Planning for a Business Sale

Selling your business is potentially one of the largest financial & life transitions you will ever experience. This guide outlines the four essential steps to successfully transition from business owner to investor, ensuring your hard-earned capital continues to work effectively for you and your family in retirement

The Essential Year-End Financial Planning Checklist

As the year comes to a close, it’s not uncommon for a lot of people to start focusing on the holidays and getting ready to wrap things up for the year. As part of that process though, it’s crucial to engage in proactive year-end financial planning to ensure your finances are aligned with your goals and to try to minimize your tax liabilities.

The HSA Tax Saving Strategy for High Income Earners

Health Savings Accounts (HSA’s) have become increasingly popular in recent years as a way for high earners to save on taxes today, plan for inevitable healthcare expenses and potentially invest for the future.

Should You Buy a CD Right Now? Certificates of Deposit in Your Financial Plan

In today’s dynamic financial landscape, many investors are asking themselves, “Should I buy a CD right now?” With interest rates fluctuating and economic uncertainties looming, Certificate of Deposits (CDs) have garnered renewed attention.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oread Wealth Partners, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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