Omega Wealth Management

Planning, contemplating or actually getting ready to retire? Enjoy this Boomer Randomness podcast hosted by Bernie Lucas and featuring our own, Lisa Kirchenbauer, talking about both the financial AND personal sides to retirement planning for different ages.

Boomer Randomness Podcast - Financial Life Planning (S05E10) | Omega Wealth Management Catch our own Lisa Kirchenbauer on Boomer Randomness, podcast from former radioshow host Bernie Lucas where he discusses boomers and retirement! Description and link below: Do you have enough money to retire? Are you already retired and wondering if you have enough money to outlast you? Are you Gen....

Today, 25 years ago... Omega came into existence. Originally, Kirchenbauer Financial Mgmt and Consulting, it has evolved into a business bigger than I could have imagined, with 3 partners and a bunch of great clients! Thank you to everyone who has supported, promoted and been part of Omega as a team member, client or strategic partner over the years. Always an Arlington, VA business, we are moving to a great new space, still in Arlington. Stay tuned for updates! Being a business owner can be a lonely life and many businesses don't make it, let alone 25 years. We are grateful to be able to look forward to an exciting future for our Omega Family!

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How to Become a Better Strategic Thinker Acumen, allocation and action — the ability to think, plan and do — are what separate strategic thinkers from the rest, and they are behaviors that can be learned and applied to create superior value.

Stocks Beat the Odds This Year. Why They Can Do It Again in 2024. Stocks might have a bumpy start to the new year, but they should finish stronger as interest rates fall. Stay invested.

The most important career question: 'What is success?' One definition of "success" is doing work you like that allows you to live a life you want. For most of us, this is a reasonable and achievable work goal. It's also different for each of us — and may change over time.

Barron's Daily: FedEx Earnings Aren’t So Bad. This Is the Read Across for the Economy. A briefing on what you need to know for markets in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

The 10 Best Comebacks of 2023, From Simone Biles to Barney It wasn’t all bad news. For some people, places and things, it was a year to remember fondly.

Markets are Rallying. How to Make the Most of Them. Bonds haven’t gained nearly as much as stocks this year. Put losses to work now to cut your taxes.

Don’t Sleep On Your Money: How To Handle And Prevent Dormant Accounts Strategies for keeping your accounts active.

Holding an Index Doesn't Mean Job Done on Investing Young investors need to look a bit harder at how that index is weighted to make sure they’re getting the diversification they want.

Is Gray The New Green? How Retirees Are Taking Environmental Action Green active aging is engaging older Americans in a number of ways.

Driverless cars were the future but now the truth is out: they’re on the road to nowhere The dream of these vehicles ruling the roads remains just that. Focusing on public transport would be much smarter, says transport writer Christian Wolmar.

2023 Year-End Financial Checklist Year-end financial planning is imperative to preparing for the New Year. Here are ten strategies to consider.

6 Questions New Donors Should Ask Themselves About Charitable Giving Among other things, take advantage of matching-donation opportunities and give directly to nonprofits.

Get Wealthy, Stay Healthy: Three Rules On Money And Healthcare Finance Similar to how the rules of physics cause apples to fall to the ground, there are rules governing how money works, and money in healthcare is no exception.

Goods Deflation Is Back. It Could Speed Inflation’s Return to 2%. Prices of durables have been falling for five straight months.

Involuntarily Retired Clients May Need a Second Act Financial advisors strive to help clients achieve their long-term financial goals—including planning for retirement. But as we’ve all seen in our practices, clients’ dreams of retirement don’t always go as planned.

How will America’s economy fare in 2024? Don’t ask a forecaster The consensus on economic forecasts for 2024 is that there is no consensus

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Tips for Navigating a 60-Year Career People are living longer today than ever before. Fifty percent of babies born in 2007 in economically developed countries are expected to live 102 to 107 years. That means Gen Zs will be among the first to reach the 100-year milestone in larger numbers. Their career paths and financial security will...

The New Status Symbol Is a Full-Body M.R.I. Companies like the celebrity-endorsed Prenuvo claim they can revolutionize preventive health care. Experts warn this might not be the right approach.

A Different Kind of Family Tradition? A Big Holiday Trip Together. Rather than gather at home over the holidays, some families choose to take their festive spirit on the road. Here’s how to do it right, according to some seasoned clans.

6 things to do right away if your package is stolen this holiday season This holiday season, most of us are expecting packages. If your package has been lost or stolen, reach out to the sender or seller about a replacement or refund. You can also file a claim with the shipping company or your homeowners or renters insurance.

Tax-Deferred vs. Tax-Exempt Retirement Accounts When you're thinking ahead to retirement, tax planning should be part of your decision-making from the beginning. The two common retirement accounts that allow people to minimize their tax bills are tax-deferred and tax-exempt accounts.

The Best and Worst U.S. Airports of 2023 The Journal’s ranking of the 50 largest U.S. airports finds fliers in the West have lots to brag about, while New Yorkers settle for ‘works in progress.’

Is it Possible to Heal Yourself When the World Is Falling Apart? These 4 Life Habits Can Help What we can accomplish is unbelievable if we all do small things to change the narrative.

The Sleep Habit That’s More Important Than Getting 8 Hours New science uncovers the sleep practices that matter for a longer life.

The Scammers Waiting When Your Flight Gets Canceled Fliers are encountering phony accounts on X pretending to offer customer service from the carriers.

Companies Spend More Than $37 Billion Each Year on Unnecessary Meetings — Use These 5 Tips to Make Sure Yours Are Worth Attending. Now more than ever before, we're in a meeting overload, spending countless hours on calls and in brainstorming sessions with our colleagues, only to get nothing done. Here are five ways to make your meetings more efficient.

Why & How To Avoid A Financial Hardship Withdrawal From Your 401(K) Discussion of why a 401(K) should be a last resort when it comes to financial hardships, how to reduce the burden of financial setbacks, and other ways to fund this need.