OARS Wealth Advisors

12/24/2024

May your Christmas be merry and bright; filled with joy, love, and festive cheer.

12/23/2024

Whether you’re planning for a large gift, supporting multiple charities, or growing funds for future giving, a Donor-Advised Fund (DAF) offers beneficial flexibility and tax advantages. Learn more.

One of the advantages of employing the use of a DAF in your charitable giving strategy is that, in certain scenarios, it can be utilized to separate your tax strategy from your charitable giving strategy. Because you always receive the tax benefits of contributing to a DAF in the year the gift is ma...

12/14/2024

As you prepare for retirement, it's important to review your options—from Medicare to long-term care insurance—to ensure you're ready to cover your healthcare costs and needs. Read this article to learn more.

Many Americans underestimate their health care costs in retirement, which those future bills turn out to be significantly higher than you expect.

12/09/2024

Giving the gift of education is one of the most impactful ways to support a loved one’s future. A 529 savings plan, with its tax benefits and flexibility, offers a smart way to contribute to their success while creating lasting opportunities.

Giving or contributing to the gift of education for a loved one, if you are so inclined, is an impactful and rewarding way to exercise the act of giving. One way to do this is through a 529 education savings plan. While 529 education savings plans were originally designed to facilitate saving for hi...

12/06/2024

Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more.

Here are more reasons to use a donor-advised fund, such as the Janney Charitable Giving Fund, rather than contributing directly to a charity.

11/27/2024

Wishing you joy and warmth on this special day, as we reflect on our blessings and share gratitude.

11/25/2024

Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.

That's where financial planning comes in. Financial planning is a process that can help you target your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.

10/11/2024

Do you have questions about Medicare eligibility, coverage, and how to navigate your options? Read this overview to help you make informed decisions.

By understanding your Medicare eligibility and coverage, you will likely be in a better position to navigate the options that will best address your needs.

10/11/2024

G'mar Hatimah Tovah. May this day of reflection bring peace, forgiveness, and spiritual renewal.

10/04/2024

Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

09/30/2024

Read this article for tips on how to eliminate work-related thoughts and embrace relaxation.

Don’t allow work-related anxiety to spoil your precious weekends.

09/05/2024

Having a financial plan in place is important to reaching your unique goals--and life insurance can play an important part. Click to find out more:

Choose your heirs. Spouses and children are common beneficiaries. But they’re not the only ones. Who else do you want to provide for?