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

The 2021 Tax Guide

Your Guide to Real Estate

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The 2021 Tax Guide

The 2021 Tax Guide

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The Great Spending Balance

The Great Spending Balance

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Take Charge of Your 401(k)

Take Charge of Your 401(k)

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COVID-19 401(k) Unemployment Guide

COVID-19 401(k) Unemployment Guide

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Market Volatility In The New Age

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Don’t Panic

Don’t Panic

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Navigating the SECURE Act

Navigating the SECURE Act

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CARES Act - Consumer Overview

CARES Act – Consumer Overview

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5 Ways To Stay Confident in Retirement

5 Ways To Stay Confident
in Retirement

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Women’s Retirement Planning Guide

Women’s Retirement
Planning Guide

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The SECURE Act What It Means For You

The SECURE Act
What It Means For You

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Long-Term Care

Long-Term Care
A Short Introduction

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The Stock Market Tremor Report

The Stock Market
Tremor Report

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Social Security: 2020 Edition BIG Changes Are Coming

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?

59 and a Half
Why This Age Is So Important?

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Estate Strategies Critical Elements of an Estate Plan

Estate Strategies
Critical Elements of an Estate Plan

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2020 Tax Planning Year End Preparations

2020 Tax Planning
Year End 
Preparations

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7 Principles Of Long-Term Investing Preparations

7 Principles
Of Long-Term Investing 
Preparations

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THE VALUES THAT HAVE DEFINED US FOR OVER 30 YEARS

HOLISTIC

HOLISTIC

DEDICATION

DEDICATION

TRUST

TRUST

TRANSPARENCY

TRANSPARENCY

COMMUNITY

COMMUNITY