O’DONNELL FINANCIAL BLOG

O’Donnell Financial Group – Our Blog2024-06-25T17:03:04+00:00

OUR BLOG

December 2024

How Spending and Budgets in Retirement Change Over Time

December 2nd, 2024|Financial Planning, Retirement Income, Retirement Planning|

Retirement is often viewed as a static phase of life, but the reality is far more dynamic. As retirees progress through their golden years, their spending habits and budgetary needs evolve significantly. Understanding these changes is crucial for effective retirement planning and ensuring [...]

November 2024

October 2024

Navigating Market Volatility: What Retirees Should Know About August’s “Japanese Carry Trade”

October 21st, 2024|Economy, Stock Market|

In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For retirees and those nearing retirement, understanding these developments may help you understand why markets are moving, but it's equally important [...]

September 2024

4 Reasons Your Retirement Needs a Healthcare Strategy

September 23rd, 2024|Healthcare, Retirement Planning|

As you approach retirement, it’s easy to focus on financial planning, travel dreams, and leisure activities. However, one critical aspect that often gets overlooked is healthcare. A well-thought-out healthcare strategy can help to ensure you thrive in your retirement years without the burden [...]

The Fed Speaks, Earnings Release, and the Market Drops… But Your Retirement Finances Shouldn’t Care

September 9th, 2024|Economy, Federal Reserve, Retirement Income|

In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has signaled a cautious approach, it has not ruled out [...]

August 2024

Retirement Readiness for Generation X: Overcoming the “Sandwich Generation” Squeeze

August 26th, 2024|Retirement Planning|

As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between 1965 and 1980. And I can say with certainty that this generation is facing some unique challenges when it comes to preparing for [...]

Disclosure: This commentary reflects the personal opinions, viewpoints and analyses of the O’Donnell Financial Services, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by O’Donnell Financial Services, LLC or performance returns of any O’Donnell Financial Services, LLC client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. O’Donnell Financial Services, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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