Financial Planning – Taxes

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Market Update
04/17/2025

Market Wrap-Up: April 17, 2025

Another Week, Another Tariff Change Year-to-Date Returns (as of April 16th, 11:30…

Success Stories: How Independent Financial Consultants Have Transformed Clients' Financial Futures
04/03/2025

Success Stories: How Independent Financial Consultants Have Transformed Clients’ Financial Futures

Planning for a successful financial future can feel overwhelming. Between managing expenses,…

Tax Time
04/03/2025

The Tax Deadline is Coming – Don’t Just File, Optimize

By Phil Clark, Founder & Wealth Advisor at OmniStar Financial Group We’re…

Market Update
04/03/2025

April 3, 2025 – Quarterly Market Wrap-Up: as of March 31, 2025

The first quarter of 2025 is in the rear-view mirror. Without question,…

Financial Advisor
03/21/2025

The Value of a Financial Advisor

A few weeks ago, I read an interesting article titled, “The Value…

Tariffs
03/13/2025

History of Tariffs

The last two weeks have been shaky for the financial markets as…

Saving for a Legacy
Tax-Efficient Investment Strategies for High-Net-Worth Individuals: How Financial Experts Can Help

Tax-Efficient Investment Strategies for High-Net-Worth Individuals: How Financial Experts Can Help 

Managing wealth is about more than just growing assets—it’s about keeping more…

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Top 5 Things You Should Be Doing Now To Prepare for Tax Filing Season

Tax season is here, and whether you’re an early filer or a…

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