OUR RETIREMENT WHITEPAPERS

At O’Donnell Financial Group, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on creating and executing a sound financial plan that is based on our clients’ unique needs and goals. Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful and don’t forget to request your complimentary, no-obligation financial review!

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Social Security Guide

Optimizing Your Social Security
2024 Edition
DOWNLOAD!

Real Estate Guide

Your Guide To Real Estate
Investment Options, Tax Planning, and Exit Strategies
DOWNLOAD!

Important Birthdays Over Age 50 Guide

Important Birthdays Over Age 50
DOWNLOAD!

Basics of the SECURE Act 2.0

The SECURE Acts
The Basics of The SECURE Acts 2.0 and 2019
DOWNLOAD!

Women's Retirement Planning Guide Guide

Women's Guide to Retirement Planning
Know your special needs
DOWNLOAD!

401k Guide

Take Charge Of Your 401(k)
DOWNLOAD!

Long-Term Investing Guide

Long-Term Investing
The 7 Principles
DOWNLOAD!

Long-Term Care Guide

Long-Term Care
A short introduction guide
DOWNLOAD!

Real Estate Guide

Age 59 1/2
Why is this such an important age?
DOWNLOAD!

Estate Strategies Guide

Estate Strategies
Critical elements of an estate plan
DOWNLOAD!

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OR GIVE US A CALL AT (866) 496-2300