Oakmont Advisory Group, LLC

Oakmont Advisory Group, LLC Oakmont Advisory Group is the premier Financial, Investment, and Income Planning Firm serving Albuqu

Feeling like you're not getting ahead despite working hard? You're not alone. The “Great Financial Divide” is real—while...
01/19/2026

Feeling like you're not getting ahead despite working hard? You're not alone. The “Great Financial Divide” is real—while big tech thrives, many families struggle with high-interest debt. Davis shared a 3-step plan on to help you take control:

1️⃣ Build Resilience: Save 3–6 months of expenses in a High-Yield account.
2️⃣ Invest Efficiently: Maximize your 401(k) employer match—it's free money.
3️⃣ Target Toxic Debt: Use the “Avalanche” method to tackle high-interest credit cards first.

Always great hanging with the crew at and ! As we talked about on air, it’s not too late to make smart financial moves ...
12/05/2025

Always great hanging with the crew at and ! As we talked about on air, it’s not too late to make smart financial moves before year-end—small adjustments now can set you up for a stronger 2026. 

🔹 Boost Retirement Contributions
401(k)s, IRAs, and catch-ups all have increased limits for 2025—adding even a little more before Dec. 31 can make a difference.

🔹 Know the New Tax Rules
Standard deductions, new deductions for tips/overtime, and updated NM brackets are all shifting for 2025.

🔹 RMDs & Roth Moves
If you’re 73+, your RMD deadline is Dec. 31. It’s also a great time to look at Roth conversions while rates remain favorable.

🔹 Smart Tax Strategies
Tax-loss harvesting, charitable giving, and capital gains planning are powerful year-end tools.

Make the moves that matter now—your future self will thank you.

Address

2001 Carlisle Boulevard NE, Suite D
Albuquerque, NM
87110

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+15058216966

Website

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