Odyssey Personal Financial Advisors

Did you know that approximately 10,000 baby boomers turn 65 every day? Do you have a strategy to protect yourself—and your family—should the need for long-term care arise?

Long-Term-Care Protection Strategies The chances of needing long-term care, its cost, and strategies for covering that cost.

There is an app for everything under the sun, and personal finance is no exception. Wondering which apps to use to help manage your money? Look no further.

What to Look for in Personal Finance Apps An increasing number have been developed to help individuals with their personal finances.

Investing may seem overwhelming to some with limited knowledge of how markets operate and function. It doesn’t have to be complicated! Understanding a handful of sound strategies may be enough to help you get started on the process.

5 Smart Investing Strategies Getting what you want out of your money may require the right game plan.

The best time to think about estate planning is before anything happens to you or your family. Now is the time to ask yourself some important questions.

When Do You Need a Will? When do you need a will? The answer is easy: Right Now.

Inflation doesn’t seem to be improving anytime soon. We found five inflation-fighting hacks to share.

Inflation-Fighting Ideas: Round Two In this post, I discuss different ways to better prepare yourself and budget for the future, accounting for further inflation.

Did you know that if you move it may impact your health insurance coverage options and savings? Learn more here about in-state and out-of-state considerations.

Your coverage options may change if you move When you move, your options for health insurance may change based on your new area. Find out what options are available to you.

Whether your children are babies or older, how much should you start to save for college expenses? This college fund calculator shows you how much to save for college in a 529 college savings plan.

529 College Savings Calculator - Saving for College This college cost and savings calculator projects future college costs and financial aid, so you can plan how much to save in a 529 plan each month.

Can you buy a house and save for retirement at the exact same time? It’s not impossible! Start by prioritizing, analyzing and researching. Here are some tips.

It's a struggle to buy a home right now and to save for retirement — here’s how you can do both Both financial goals may be important, and with a little math and patience, it may not be impossible to attain

Please help us congratulate Odyssey's partner, Robert Fezza, on receiving the silver medal at the Howard Cohen American Masters Weightlifting Championship last week! Robert competed in the Sn**ch (92 kg) and Clean and Jerk (121 kg) Olympic lifts. Congratulations, Robert! The rest of the Odyssey team is very proud of your accomplishment!

In need of a new set of wheels and are wondering if you should buy or lease? Here are three important considerations to keep top of mind.

Consider These 3 Things Before Driving Off the Lot There are a few things to consider when buying or leasing your next vehicle.

An exciting day spent at the Brookfield Country Club this past Monday! Odyssey showed support as a participating sponsor in the annual St. Peter Chanel Golf Tournament.

Next month, the payment pause on federal student loans is set to lift. Here are three things you should know before payments resume.

What to know before student loan payments restart The payment pause on federal student loans is set to lift in less than 40 days. Here’s what you should know.

Did you know that effectively managing your lifestyle financially can lead to an increase in resources as you grow older—while still allowing you the enjoyment of some of those resources now?

Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.

Interest rates and inflation continue to soar. Depending on your stage in life, we have thoughts on how you can weather this storm.

https://www.odysseypfa.com/blog/our-viewpoint-what-should-i-do-now

They say the best things in life are free. How about an easy way to see if you have any free money owed to you? Watch this video to learn more!

Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money.

The rules for leaving retirement benefits in trust for minors may be changing. You still have options and it’s important to understand these regulations so you can do what’s right for your family.

Leaving Retirement Benefits in Trust for Minor Children These are the options available for parents who want to leave an IRA in trust for the benefit of a minor child.

Emergencies are certainly no fun – and even less so when you are unprepared financially. Did you know that nearly 25% of Americans have no emergency savings? Here are some suggestions to help be prepared.

Your Emergency Fund: How Much Is Enough? Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

There are three important buckets for retirement savings, and having a strategy is important for planning your future. These are each invested and utilized differently – learn more here.

Retiring in Uncertain Times? Try the Bucket Strategy! | Kiplinger For retirement savers who want to help make sure their money lasts as long as they do, this very basic planning method is an oldie but a goodie.

Heading out for a nice summer vacation? There are 10 very important things you should NOT bring with you. The list may surprise you.

Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

It’s not a fun topic, yet it’s an important one. Do you have long-term care insurance? Should you? Read more to help you navigate this tricky subject.

Is it worth buying long-term care insurance? These three things will help you decide Long-term care itself is a consideration most people will face. Whether you need insurance is another matter.

Do you remember your childhood coaches? The ones who helped and motivated you and cheered you on from the sidelines? Adults often need a financial coach – and we’d like to be yours.

Coaches Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

As we enjoy the holiday, it is worth remembering that we live in a nation like no other, born from a brave and courageous vision and sustained by those who believe in the American dream.

Retirement Plan participants rejoice! The savings rate just hit an all-time high, which is great news if you are utilizing your company's 401(k) plan.

The 401(k) Savings Rate Just Hit an All-Time High Retirement savers are remaining surprisingly resilient.

It’s Vacation Time! Are you prepared yet for the ultimate vacation – retirement? We can help make it as exciting as planning for your next vacation.

Preparing For the Ultimate Vacation Make your retirement as exciting as your next vacation.

It’s June wedding season – and managing your money is a new challenge many couples face. Should you marry your finances, or should they remain single?

After the wedding, should you marry your money in a joint account? Here are 3 approaches. As families blend and people marry in different stages of life – saying “I do” to joint bank accounts is not always the right answer for all.

Happy Father’s Day. From our Odyssey Family to yours, we hope your day is wonderful. Celebrating all the special fathers and father figures in our lives.

As property values climb, you may be interested in refinancing your home to pull cash out. Here are some prudent recommendations what to do with that extra cash to make the most of the money.

4 Great Uses for a Cash-Out Refinance Is your home equity on the rise? There are ways you can take advantage of that today. Check out these four great uses for a cash-out refinance.

Happy Flag Day! Fun fact - did you know the American flag is always flying at The White House, Fort McHenry, and the Iwo Jima Memorial?

In this currently volatile market, should you withdraw from your 401(k) or IRA or leave it alone? There are many factors to consider when making that decision.

Withdrawing from your 401(k) or IRA in a down market? What you need to know RMD strategies, Roth conversions and dollar-cost averaging

Are you contemplating retirement? Or do you just want to start thinking about it sooner rather than later? We have important questions you should ask yourself – and they are not about money!

Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.