Odyssey Group Wealth Advisors

In part two of our series, learn how a financial advisor can help you through major life events.

Odyssey Group Wealth Advisors President, Aaron Sherman, quoted in Forbes discussing the tax impact of #cryptocurrency trading.

If you are the executor of someone’s estate, this checklist explains the process of settling the estate as effectively and efficiently as possible.

Social Security can be complicated. We see these mistakes every single day, and the worst part is most are irreversible. Social Security claiming mistakes are avoidable with the help of your financial advisor.

There are ways to address disagreements that couples may have on how to invest their assets, but the issue needs to be discussed openly to find a solution.

A mega backdoor Roth can help you dramatically increase contributions to a Roth IRA without being constrained by the usual limits. Find out if this option is right for you.

Odyssey Group Wealth Advisors' President, Aaron Sherman, quoted in Medical Economics discussing financial advice for physicians. https://www.medicaleconomics.com//2021-financial-advisor-g

Received an inheritance, settlement, or want to learn more about tax-efficient charitable giving strategies? Here’s how a financial advisor can help.

Current inflation fears, though likely overblown, present an opportunity to reexamine your investment portfolio, writes Commonwealth Financial Network CIO Brad McMillan.

How do you know if you need a financial advisor? The first article of this series highlights common reasons it may be time to hire a professional.

If you’ve been laid off, furloughed, or let go from your job, you can take these steps to decide what to do about your 401(k).

Expect to hear more and more about Roth Conversions in the coming months with the potential for personal tax rate increases next year.