OBN Wealth Advisors

I recently read an article in which a financial columnist for a major publication was the victim of an elaborate and expensive scam. The con transpired over several hours, but it began with a phone call from a "trusted" retailer's...

Use Doubt to Defeat Scammers I recently read an article in which a financial columnist for a major publication was the victim of an elaborate and expensive scam. The con transpired over several hours, but it began with a phone call from a

What do you think your will be like? Attitudes are changing, and many are working in their

Retirement Redefined Around the country, attitudes about retirement are shifting.

Over the years, I've come to believe that learning to navigate financial discussions and events in a relationship is a "must" that transcends generations. However, recent data shows that Gen Z and Millennial couples are forging their...

Gen Z, Millennial Couples Prefer Financial Autonomy Over the years, I've come to believe that learning to navigate financial discussions and events in a relationship is a

Start building your child's financial future today with these key points to know about Roth IRAs.

Roth IRA for Kids Learn about the benefits and requirements of opening a Roth IRA for kids.

Time's Person of the Year, Taylor Swift, is shaking off economic downturns and hitting high notes not just on stage but in the U.S. economy, too. The pop sensation's impressive impact extends beyond her record-breaking music, reaching...

"Shaking Off" Economic Downturn: The Taylor Swift Effect | Terrell Dinkins

Does it make more sense to push back , or not to retire at all?

Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Social Security Administration has announced a 3.2% Cost of Living Adjustment (COLA) for 2024. This adjustment means the average Social Security retiree beneficiary will see their monthly check increase by about $57 to $1,849,...

Social Security Announces 2024 COLA

Wall Street has a lot of cliches. How many do you know?

16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.

Despite what's come out of the recent Fed meetings, many market participants feel that the Fed is done raising interest rates. More than that, they project that the next five Fed meetings will keep interest rates the same, before ultimately trending lower. While Fed Chair Jerome Powell has hinted that inflation isn't under control just yet, it remains to be seen as to whether interest rates have reached their peak.

"The only things certain in life are death and taxes." Benjamin Franklin

The Other Sure Thing Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

As we approach the back-to-school season, I wanted to discuss an important topic that might be on your mind: the cost of education. Whether you have children or grandchildren preparing for college or considering furthering your...

Dollars and Degrees: The Cost of Education

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