OUR BLOG
July 2024
Answers to Your Questions About Healthcare in Retirement
When planning for retirement, it's essential to consider the potential medical expenses that come with aging. Here are some key questions we get a lot when we talk with clients about medical expenses in retirement. Question 1: How much will healthcare cost you? [...]
June 2024
Balancing Income and Growth in Your Retirement Portfolio
First of all, if you’ve made it to your retirement, congratulations! But we do have some other news: you’re not done working yet! Now that you’ve entered your golden years, you’re going to have to build up income strategies to make sure that [...]
Why You Shouldn’t Postpone Your Retirement Contributions
You may be thinking that you’ll save for retirement later. Right now, there are bills to pay and things you want to do with your money, so retirement isn’t on your radar. You may also be thinking, “How impactful could just a small [...]
How Much Do Retirees Really Pay in Tax?
If you’re looking for information to inform your tax planning strategies for your retirement, look no further. Let’s start with the question everyone wants to know: Is it possible to receive income in retirement without taxes? While it may be technically possible, your [...]
The Basics of Planning for Healthcare in Retirement
Most couples will spend about $315,000 on healthcare in retirement.[1] Let that number sink in. Do you have a plan for how you’re going to manage costs like that? Luckily, if you’re not sure, we have some recommendations! A solid retirement plan is [...]
February 2022
Tending to Your Garden
Spring has sprung, and that means it’s time to garden! Of course, not everyone has a garden – gardening can be too time-consuming for people who work full-time or travel frequently. But, one of the things to love about retirement – and quarantining [...]
January 2022
Three Types of Exercise to Do At Home
You don’t necessarily have to spend a fortune to create a home gym if your gym is closed. We might think it’s too late to get back into shape by the time we're retired or pointless to carve out time for physical activity, [...]
3 Strategies for Creating a Solid Retirement Plan
The past few months have caused many to worry about their financial future, and some may assume they can recoup their losses by delaying retirement or working in retirement. A recent survey found that 54% of Americans say they’d like to continue working [...]
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.