Our Useful Retirement and Financial Insight 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 free 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 whitepapers helpful, and if you would like to take it a step further for a complimentary review of your current strategies, please request via the form below, Let’s Talk!

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Download Our Useful Whitepapers

Social Security: 2019 Edition
BIG Changes Are Coming

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1-2-3’s of RMD’s
What You Need To Know

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59 and a Half
Why This Age Is So Important?

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Estate Strategies
Critical Elements of an Estate Plan

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2019 Tax Planning
Year End 
Preparations

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