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Long-Term Care Misconceptions
Your Oppenheimer Financial Professional can work with you to create a plan that fits your needs and financial goals for the future.
Long Term Care
When it comes to retirement planning, we often think about the savings we are accumulating for the lifestyle we envision in our golden years. An important consideration is how to protect these assets from market volatility and taxes.
Life Insurance for Business Owners
As a business owner one of the first things you should consider is how to protect against an event that may threaten the future of the business, such as a death or disability of a proprietor, partner or key employee.
Know Your Options - Take Action Now
Joshua, 46, is married with 2 children. He works in finance and enjoys bike riding in his free time. One evening, while riding his bike in the designated bike lane, Joshua was suddenly struck by a hit and run vehicle that swerved off the road.
It's About What You Need, When You Need It
It's About What You Need, When You Need It
Is your retirement protected?
Saving for retirement is about turning your future dreams into a reality. While many individuals will save for years or even decades to achieve the lifestyle they want, the path to that end goal can be full of unexpected surprises.
Is your business protected?
Your income is the driving force behind all the plans you set in motion, from buying your first home to saving for retirement.
Income Protection
When we think of our retirement years, we focus on what we will be able to do with the additional free time will we have; such as exploring new places or picking up a hobby we always had a passion for.
Income for Today, a Legacy for Tomorrow
If you’re interested in donating to charity but are concerned with how this gifting strategy might affect your income throughout retirement, a Charitable Gift Annuity (CGA) may be a viable option.
Help Secure your Financial Future with Long-Term Care Insurance
One of the biggest risks to your retirement is a long-term care event. At least 70% of people over age 65 will require some form of long-term care services. Have you done the proper planning to protect your assets?