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3 Steps to Tax Savings for 2021

By Natalie Hayes Schmook, MBA, CFP, CVA In March and April my inbox is flooded by ODs who need last minute tax-saving strategies. While there are...

The Student Loan Conundrum: To Refinance or Not to Refinance

By Natalie Hayes Schmook, MBA, CFP, CVA An interesting dilemma for younger ODS these days is whether to refinance their federal student loans into private...

Money Talk: Personal Spending Is a Mission-critical Piece to Retirement Planning

By Natalie Hayes Schmook, MBA, CFP, CVA When doing financial planning for OD clients, one of the first questions I ask them is if how...

Money Talk: 5 Common (But Fixable) Retirement Planning Mistakes

As a financial advisor for ODs, retirement planning is one of the most important parts of planning that I work on with clients. There are five common mistakes I run into. Please avoid these errors; your 65-year-old self will thank you!
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