planning Archives | OJM Group

financial team reviewing long-term retirement plan

Why Your Long-Term Financial Plan Must Be Flexible

August 3, 2024

By David B. Mandell, JD, MBA

attorney and gavel

Recent Cases Affect Protection of Assets in LLCs

December 10, 2024

By David B. Mandell, JD, MBA

wealth advisor working with client

2 Investment Options: Upside Potential & Downside Protection

June 19, 2023

By David B. Mandell, JD, MBA

tax form 1040 and american flag

The Current State of Tax Reform

July 4, 2023

By Carole C. Foos, CPA

person working on their long-term care planning

Long-Term Care Planning

September 29, 2024

By Michael Lewellen, CFP®

financial advisor reviewing options

Tax-Loss Harvesting

December 10, 2024

By Adam Braunscheidel, CFP®

tax form 1040 eggs in basket

Reduce Your Tax Liability with a Mega Backdoor Roth IRA

April 30, 2024

By Bob Peelman, CFP®

Time in the Market: More Important than Timing the Market

December 2, 2018

By John Miller

Sell in May and Go Away: Is it a Sensible Strategy for You?

January 11, 2019

By John Miller