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Blog

An exit sign in a modern office building
Bryan O'Connor | Dec 30, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Bryan O'Connor | Nov 30, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Bryan O'Connor | Oct 30, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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colleagues gathered around talking
Bryan O'Connor | Sep 30, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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stock image
Bryan O'Connor | Aug 30, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Man with glasses leaning against a wall
Bryan O'Connor | Jul 30, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Row of townhomes
Bryan O'Connor | Jun 30, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Businesswoman looking at her phone
Bryan O'Connor | Jun 18, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Happy couple sitting in a park with their dog
Bryan O'Connor | Jun 11, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Bryan O'Connor | Oct 9, 2020

What History Can Tell Us About the Post-COVID-19 Investing Market

There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial markets to our daily lives, many of the

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Bryan O'Connor | Sep 9, 2020

What are the Benefits of Saving Early?

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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Bryan O'Connor | Aug 9, 2020

Preparing for an Early or Unexpected Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The financial professionals associated with O'Connor Advisory Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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