Articles

heart
Feb 9, 2024

Better Than Chocolate or Roses for Your Valentine

Good communication in relationships isn’t just about sweet nothings—it’s also about financial…

Tax Strategy
Feb 6, 2024

Savings Options for Self-Employed Individuals: Benefits and Tax Strategies

For self-employed individuals, preparing for the future possesses unique challenges. Without corporate…

Medicare Enrollment Considerations
Feb 5, 2024

Medicare Enrollment Considerations

If you are nearing age 65, it is likely time for you…

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Retirement savings
family governance
Jan 12, 2024

Family Governance

Family governance is one of OmniStar’s 10 Elements of wealth management. What…

2023
Emergency Fund
Dec 14, 2023

The Benefits of Holding Cash within a Portfolio

In the dynamic realm of financial planning, the strategic allocation of assets…

Investment Portfolio
Nov 30, 2023

Portfolio Allocation Strategies for Different Types of Risk Tolerances

Investing is all about creating wealth over a long period. However, the…

Omnistar: Your Guide to Financial Freedom
Oct 30, 2023

Investment Strategies During a Recession

Recession is a phase that every economy goes through from time to…

Stock Building blocks
Oct 3, 2023

How Many Stocks Should I Own? A Quick Guide to Carefully Crafting Your Portfolio

Investing is crucial to building a financially sound future. Whether you’re a…

Risk vs Reward
Omnistar: Your Guide to Financial Freedom
Jul 24, 2023

What Is Risk Control and How Can It Benefit Your Finances?

Imagine having all your hard-earned savings invested in the stock market, and…

Omnistar Financial: Where Goals Become Reality
Jul 3, 2023

The Benefits of Strategic Asset Allocation: Why it is Important

Asset allocation is the act of dividing your investment portfolio into different…

Omnistar Financial: Where Goals Become Reality
Jun 9, 2023

Halfway There – Economic Update and Outlook 2023

Market performance this year has been a “headscratcher.” In the face of…

Pension Plan
May 29, 2023

The Benefits of Pension Plans and How to Choose the Right One

Saving for retirement is one of the most important investments we can…

Personalized Financial Strategies at Omnistar
May 4, 2023

5 Tips for Creating a Debt Reduction Plan and Sticking to It

Debt can be an overwhelming burden that can feel like it will…

Living Trustl and Estate Planning
Apr 6, 2023

Don’t Go Intestate

Don’t Go Intestate Are you worried about what will happen to your…

Investing Profile Document
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Mar 24, 2023

1031 Exchanges and What You need to know

When it comes to 1031 exchanges, the rules and regulations are very…

Unique financial services
Mar 17, 2023

Retirement for Millennials 

Retirement for Millennials  Without a doubt, retirement can seem like it’s ages…

Disability Insurance
Feb 28, 2023

Strategies for Managing Your Disability Insurance Policy Over Time

Disability insurance plays an important role in protecting you, your family, and…

Required Minimum Distributions

Genius Benefits of Required Minimum Distributions: Your 6 Point Guide

“Required Minimum Distributions (aka RMDs) are an important topic if you have…

Volunteers
Jan 31, 2023

Volunteering and Fundraising Strategies for Philanthropic Organizations

Volunteering and fundraising are essential to a successful philanthropic organization when it…

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