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Social Security Planning
Recently in a meeting Phil and I were talking to someone, and…
Market Update
May 10,2024 The Dow Jones Industrial Average is on a remarkable 7-day…
Navigating the Promise And Peril of Backdoor Roth IRAs
In the ever-evolving landscape of retirement planning, savvy investors are always on…
Wilmington Economics: Tourism
I am very fortunate to live in Wilmington, NC. We have beautiful…
The Fed Provides Some Clarification
The market closed strong on Tuesday in anticipation of The Federal Reserve’s…
Affordable Housing
Have you heard the groans of college grads and young professionals, overwhelmed…
Market Update April 26, 2024
It’s been a rollercoaster week for the market. At the close of…
Expert Advice on Retirement Planning: Why You Should Consider Professional Assistance
Navigating the financial maze of retirement planning is no small feat. Yet,…
President Biden’s Fiscal Year 2025 Budget Proposal
In the latest budget proposal from the Biden administration, significant changes to…
Debunking the 50/30/20 Rule
One of my favorite quotes by Albert Einstein is, “Every problem should…
Beware of Scams During Tax Season
It’s tax season! Around this time every year, the Internal Revenue Service…
 Exploring Investment Opportunities for Disabled Family Members
Navigating the world of finance and investment can be challenging, and for…
Better Than Chocolate or Roses for Your Valentine
Good communication in relationships isn’t just about sweet nothings—it’s also about financial…
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
If you are nearing age 65, it is likely time for you…
Secure Act 2.0: Contribution Limit Changes
Signed into law in December 2022, Secure Act 2.0 set in motion…
Planning for Retirement Expenses: How to Live Comfortably in Your Golden Years
Retirement is a beautiful thing. You finally have the time to do…
Family Governance
Family governance is one of OmniStar’s 10 Elements of wealth management. What…
Year in Review: 2023
We hope you and your loved ones found time to break bread…
The Benefits of Holding Cash within a Portfolio
In the dynamic realm of financial planning, the strategic allocation of assets…
Portfolio Allocation Strategies for Different Types of Risk Tolerances
Investing is all about creating wealth over a long period. However, the…
Investment Strategies During a Recession
Recession is a phase that every economy goes through from time to…
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…
Understanding the Risk vs Volatility in Investing
Investing can be intimidating, especially for those who are new to it….
