November 2019

Some Last Minute Financial Tips

While shoppers attack the malls in hopes of saving a bundle on those must have items, some simple year-end financial moves might just pad your wallet in even bigger ways.  So, think like a shopper and make a mad dash for the Planning Aisle.

There's More to Charitable Giving Than Dollars and Cents

There is so much more to giving than simple dollars and cents."  That statement might feel a bit contrary in this season of mailboxes filled with donation requests, and In Box emails offering quick Click N'Give links.  The opportunities are heartfelt but seemingly endless. Many families do take the time to volunteer together in their communities.

OSBORN Wealth Management is a fee only advisory firm dedicated to providing conservative asset management, experienced retirement planning and unbiased financial advice. Blog posts are intended for informational and educational purposes, only, and are not an offer to sell. As individual's circumstances are always unique, please consult a professional before embarking on any changes to your investment, planning, tax or legal situation. For questions on this Blog post, or general inquiries about our professional advisory services, please give us a call at 219-362-8567 or email me at drummond@osbornwealthmanagement.com.

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