O’Donnell Financial Educational Videos

The Secure Act

Do you know how the Secure Act could affect your retirement planning? Watch the above video to learn about the changes in the required minimum distribution date and in estate planning.

Social Security: Getting The Most

Did you know that Social Security lets you see your benefits online? The video below will explain the crucial difference between claiming retirement benefits early versus holding off till a later date.

The Income For Life Model

The Income for Life Model® is an investment strategy with the objective of providing inflation-adjusted income for life. It provides you a personal plan for creating your retirement income. Wealth2K, O’Donnell Financial Group, and Independent Financial Group, LLC a registered broker dealer are not affiliated.

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