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 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 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

COVID-19 401(k) Unemployment Guide

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Market Volatility In The New Age

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Don’t Panic

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Navigating the SECURE Act

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CARES Act – Consumer Overview

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5 Ways To Stay Confident
in Retirement

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Women’s Retirement
Planning Guide

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The SECURE Act
What It Means For You

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Long-Term Care
A Short Introduction

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The Stock Market
Tremor Report

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Social Security: 2020 Edition
BIG Changes Are Coming

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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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2020 Tax Planning
Year End 
Preparations

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7 Principles
Of Long-Term Investing 
Preparations

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