OUR BLOG
March 2020
3 Easy Ways to Develop New Habits
We’ve all heard the saying “old dogs can’t learn new tricks,” but is it true? Maybe it is for dogs, but not for people. You can always learn new habits, no matter what age you are. It starts with understanding how the brain [...]
Retirement Planning in a Volatile Market
The recent market volatility surrounding the coronavirus may have you concerned, especially if you’re approaching or already in retirement. Feelings of uncertainty, anxiety, and uneasiness are all common during any scary and volatile market. These feelings are normal and sometimes it can be beneficial to [...]
The Virus Becomes the Focus – Weekly update – March 2nd, 2020
The Week on Wall Street Stocks fell sharply last week as Wall Street considered how the coronavirus outbreak might influence global business activity and household spending. The selloff became a correction for the U.S. markets. The S&P 500 retreated 11.49%; the Dow Jones [...]
Should You Pay Taxes Now or Later?
No one can fully escape taxes, but you do have some say in when you pay them. Different types of retirement income are taxed at different times. Orchestrating these sources in retirement can take some work, as the rules for each differ. Under [...]
February 2020
Forget the Bucket List And Make a Chuck-It List
Successful people are ambitious and disciplined: They set big goals, and focus on achieving them over the course of a long career or a lifetime. Many people also have high-flying goals for their personal life– run a marathon, hike Mt. Everest, etc. And, [...]
3 Ways a Financial Advisor Can Help You With Tax Strategies
They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to minimize your overall tax burden before and in retirement. One of the advantages of [...]
Virus Anxieties Affect Stocks – Weekly update – February 24th, 2020
The Week on Wall Street Traders paid close attention to coronavirus developments and earnings last week, while wondering how the former might eventually impact the latter. Concern over updated infection numbers moderated risk appetite. A pair of key stock benchmarks posted similar weekly [...]
3 Tips for Staying Put in Retirement
It’s easy to fall into the trap of following a script when it comes to retirement, especially if you’re unsure of how to create your own plan. This “script” can dictate a retirement age, lifestyle, and even important financial decisions. For example, many [...]
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.