Odyssey Group Wealth Advisors

Odyssey Group Wealth Advisors Let us guide you on your financial journey.

A 529 plan is a smart way to save for college, and the good news is it’s counted as a parental asset in financial aid ca...
05/16/2025

A 529 plan is a smart way to save for college, and the good news is it’s counted as a parental asset in financial aid calculations, reducing its impact on aid eligibility. If you’ve been hesitant to open one, these facts could alleviate some of those concerns: https://bit.ly/4cEjcx6

529 assets can impact college financial aid packages, but there are nuances.

Commonwealth Financial Network’s W. Bradford McMillan, CFA, CFP® recaps April’s economic and market news.
05/05/2025

Commonwealth Financial Network’s W. Bradford McMillan, CFA, CFP® recaps April’s economic and market news.

Commonwealth’s Brad McMillan recaps April’s market and economic news. April saw significant market fluctuations driven by tariff and interest rate concerns,…

Social Security is evolving, with major changes ahead, including the end of paper checks by 2025. If you're among the ne...
04/29/2025

Social Security is evolving, with major changes ahead, including the end of paper checks by 2025. If you're among the nearly 74 million beneficiaries, here's what you need to know about new schedules and payment shifts: https://bit.ly/4lR7wLR

Social Security's May payment schedule is normal for most recipients. But Supplemental Security Income beneficiaries will get two checks this month.

Market volatility has many investors wondering if it's time to make a move. But history shows that sticking with a long-...
04/23/2025

Market volatility has many investors wondering if it's time to make a move. But history shows that sticking with a long-term strategy often pays off. Discover how holding steady through uncertainty can benefit your portfolio: https://bit.ly/3YBHIsT

Is it time for investors to play the long game? Commonwealth's Chris Fasciano explores the potential for opportunity amid market volatility.

Congratulations to Odyssey Group Wealth Advisors' President, Aaron Sherman, on being named by Forbes as a Best-In-State ...
04/09/2025

Congratulations to Odyssey Group Wealth Advisors' President, Aaron Sherman, on being named by Forbes as a Best-In-State Wealth Advisor! Aaron and his co-honorees represent high quality advisors who have a track record of success over time and positively impact their clients’ lives.

The 2025 Forbes Best in State Wealth Advisors List features rankings of the top financial advisors across America. Find the best financial advisor in your state today.

March was tough for U.S. stocks, but bonds showed resilience. With solid economic growth, will the markets see growth or...
04/03/2025

March was tough for U.S. stocks, but bonds showed resilience. With solid economic growth, will the markets see growth or face more volatility? Watch the latest Market Thoughts video from Commonwealth CIO, Brad McMillan:

Commonwealth’s Brad McMillan recaps March’s market and economic news. March was a tough month for U.S. stocks, as all three major indices were down for…

Strategic charitable giving can be your secret weapon for tax savings in 2025! Discover how making smart donations not o...
03/26/2025

Strategic charitable giving can be your secret weapon for tax savings in 2025! Discover how making smart donations not only supports meaningful causes but can also significantly trim your tax bill through qualified contributions and strategic deductions: https://bit.ly/4hNmcs3

Make the most of your good intentions by understanding the ins and outs of charitable giving. A good starting point is knowing what's deductible and what isn't.

While delaying Social Security can lead to higher monthly payments, it's not always the best strategy. Factors like job ...
03/25/2025

While delaying Social Security can lead to higher monthly payments, it's not always the best strategy. Factors like job loss, poor health, or limited savings might make claiming benefits earlier a better choice. Find out if waiting makes the most sense for you: https://bit.ly/4iAvTve

Here are three reasons to delay your Social Security for maximum benefits.

Unpredictable tariff policies have rattled global markets. Federal Reserve officials are watching the market ahead of ra...
03/17/2025

Unpredictable tariff policies have rattled global markets. Federal Reserve officials are watching the market ahead of rate cut decisions. 📉 Read how an economic tug-of-war could impact your investments. https://bit.ly/41Tebft

The Federal Reserve is widely expected to hold interest rates steady when it meets this week, but investors will be watching for something else — any sign that President Trump's policies are changing the central bank’s future expectations for the economy.

Commonwealth Financial Network's Brad McMillan recaps February’s economic and market news. Will we see market appreciati...
03/04/2025

Commonwealth Financial Network's Brad McMillan recaps February’s economic and market news. Will we see market appreciation ahead, or is volatility still looming? Stay tuned to find out.

Commonwealth’s Brad McMillan recaps February’s market and economic news. February was a tough month for U.S. markets. The S&P 500, Dow Jones, and…

A tax refund can feel like free money—but what’s the smartest way to use it? Balancing fun with financial responsibility...
02/21/2025

A tax refund can feel like free money—but what’s the smartest way to use it? Balancing fun with financial responsibility is key, whether that means building savings, paying off debt, or investing for the future. See how to make the most of your windfall: https://bit.ly/3D0Fls9

Experts recommend leveraging that extra money to bulk up your emergency savings or pay down your debt.

Address

22A East Roseville Road
Lancaster, PA
17601

Opening Hours

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

Telephone

+17175534722

Website

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