A new year offers a great chance to get your finances organized. Below you'll find our top tips to help you get a solid plan in place for 2024. If you'd like to dig deeper, please reach out to your advisor to take advantage of the financial strategy services outlined in Obermeyer Wood's most recent newsletter.
With the 2024 tax season now in progress, and in line with our commitment to keeping our clients well-informed, we have refreshed our annual Quick Tax Guide with the latest updates for the year. This includes changes in income brackets, gift taxes, deductions, retirement plan contributions, and various other aspects crucial for guiding your financial planning and investment decisions.
On Tuesday, December 19, we raised a glass at our year-end virtual event to the holiday season and gained insights from two of our firm’s leaders, Wally Obermeyer, President, and Co-Founder, and Skip Dines, Senior Vice President, and Partner. Wally and Skip talked about the life and money lessons they've learned over decades of working in the investing and wealth management industries, and finished the event with Q&A.
Our July 2023 virtual event, “Investing and Personal Finance 101,” featured Obermeyer Wood team members Dana Nightingale, CFA, CFP, and Brooke Gais, CFP. While many of our clients are well on their way in their financial lives, we know it’s never a bad idea to brush up on the basics. Whether someone is opening their first retirement account, dealing with a sudden influx of cash, or simply looking for guidance on the principles of investing, this event aimed to provide them with valuable insights and practical advice. Dana and Brooke covered a range of topics, including the basics of public market investing, the difference between different asset classes and securities, and “what I wish I knew” personal finance lessons learned by our team over the years. Watch the recording of the full event below.
After wrapping up our annual trip to the Berkshire Hathaway shareholder meeting in Omaha earlier this month, we were eager to share our thoughts on this year’s gathering, provide a primer on Berkshire Hathaway, and explain how the lessons learned from Warren Buffett and Charlie Munger over their prolific careers have helped to guide our firm’s investment philosophy. Click the link below to view the complete event, featuring several members of our team and a lengthy Q&A with Ali Phillips and Wally Obermeyer.
On Tuesday, April 25, we were joined by returning guest Mary Beth Franklin, CFP®, for a virtual event on Social Security and Medicare. For most retirees, Social Security is a critical piece of the retirement income puzzle, but the rules are complicated. Medicare benefits are also essential to retirement security, but high costs can catch some retirees by surprise. Mary Beth’s presentation covered the most important points of each of the programs as well as offered tips to maximize Social Security benefits and minimize Medicare premiums.