Oglesby Wealth Strategies LLC

Oglesby Wealth Strategies LLC At Oglesby Wealth Strategies, we guide you in the right direction towards your financial success.

We offer a specialized financial planning approach that is unique to each of our clients’ needs.

Retirement spending isn't always what people expect.Many assume their expenses will automatically decrease once they sto...
06/16/2026

Retirement spending isn't always what people expect.

Many assume their expenses will automatically decrease once they stop working. Some costs may go down, but others, such as healthcare and home projects, often increase. Travel, hobbies, and helping family members can also play a significant role in your retirement budget.

Retirement planning is about more than simply reaching a certain account balance. It's important to understand how you want to spend your retirement years and create a strategy that aligns with those goals.

The earlier you begin planning, the more opportunities you may have to prepare for the lifestyle you envision.

Have you thought about what your retirement spending might look like? We'd love to hear what you're most looking forward to in retirement.

If you'd like to discuss your retirement income strategy or long-term financial goals, contact our office to schedule a conversation.

Fill in the blank: "My ideal retirement includes __________."Whether it's travel, family time, peace of mind, or simply ...
06/15/2026

Fill in the blank: "My ideal retirement includes __________."

Whether it's travel, family time, peace of mind, or simply having more freedom, we'd love to hear what retirement means to you.

When should you claim Social Security? The answer isn't always as simple as you might think.Join us on June 18 or June 2...
06/11/2026

When should you claim Social Security? The answer isn't always as simple as you might think.

Join us on June 18 or June 23 at 6:30 PM for our Social Security seminar and learn how timing can affect your retirement benefits.

Seating is limited, so registration is required!

Reserve your spot today at:
https://oglesbywealthstrategies.com/

We hope you'll join us!

While age 62 is the earliest you can claim benefits, it isn't automatically the best choice for everyone. Claiming early...
06/08/2026

While age 62 is the earliest you can claim benefits, it isn't automatically the best choice for everyone. Claiming early can permanently reduce your monthly benefit, while waiting may increase it.

The right claiming strategy depends on your goals, income needs, health, and overall retirement plan.

Have questions about Social Security? We'd be happy to help you explore your options.

Many parents want to help their adult children succeed. But where’s the line between support and dependence?A recent Ner...
06/02/2026

Many parents want to help their adult children succeed. But where’s the line between support and dependence?

A recent NerdWallet article explored an important question: How do we help grown kids become financially independent without becoming their lifelong financial safety net?

✅ Talk about money early and often.
✅ Focus on teaching budgeting, saving, and goal-setting.
✅ Help with specific needs rather than providing unlimited support.
✅ Set clear expectations and timelines.
✅ Prioritize your own financial security first.

The goal isn't to stop helping! It's to help in ways that build confidence, responsibility, and long-term financial success.

If you're a parent of young adults, what financial lesson do you hope your children learn before they're fully on their own? Please share your thoughts in the comments. 👇

https://www.nerdwallet.com/finance/learn/supporting-grown-kids-how-to-land-the-financial-helicopter

Qualified vs. non-qualified accounts: what is the difference? Taxes, flexibility, and having options later in life. ⛅️Wh...
05/28/2026

Qualified vs. non-qualified accounts: what is the difference? Taxes, flexibility, and having options later in life. ⛅️

Where you save your money can have a major impact on how you access it in retirement, how much you pay in taxes, and how flexible your financial plan can be when unexpected expenses come up.

A well-rounded retirement strategy isn’t just investment diversification, it’s tax diversification too.

Want help understanding the difference and what it means for you? Follow along and leave a comment below! 📌

This Memorial Day, we remember those who gave everything in service to our country. Wishing everyone a safe and meaningf...
05/25/2026

This Memorial Day, we remember those who gave everything in service to our country. Wishing everyone a safe and meaningful holiday weekend. 🇺🇸 🗽

Graduation season is exciting! But college costs can add up fast... 🎓📚That’s why starting a 529 plan early can make such...
05/12/2026

Graduation season is exciting! But college costs can add up fast... 🎓📚

That’s why starting a 529 plan early can make such a big difference. The earlier you begin saving, the more time your money has the potential to grow for future education expenses. Even small contributions over time can help create more growth potential in the long run.

When it comes to saving for education, starting early is one of the smartest lessons of all 💡 We can help! Leave a comment below or reach out for more information on how to start a college savings plan for your child.

"The BIG money is not in the buying or selling, but in the waiting."-Charlie MungerWe have great strategies to help you ...
03/10/2026

"The BIG money is not in the buying or selling, but in the waiting."-Charlie Munger

We have great strategies to help you achieve financial freedom.

Address

1024 Twelve Oaks Drive, Suite 105
Watkinsville, GA
30677

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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