Kyle O’Brien Investments

12/08/2025

A SEP IRA lets certain small business owners and self-employed individuals make tax-advantaged retirement contributions. Rules and limits apply. If you have questions about setting one up, feel free to contact me.

Simplified Employee Pension Plans help small businesses provide a valuable retirement savings benefit.

12/05/2025

Key Numbers to know as we move into the new year.

Find out more...

12/03/2025

Got an old 401(k) sitting with a former employer? Most people forget about it until they’re filling out tax forms. That money deserves better than autopilot.

You may have options to move it into an IRA where it can actually get attention and fit your goals today, not five jobs ago.

If you want a quick 401(k) rescue call, reach out. Complimentary conversation, no obligation, just clarity.

12/02/2025

If you've got an old 401k just sitting with a previous employer, now's a great time to review your options. Rolling it into an IRA could give you more control and flexibility. Give me a call and we can take a look together.

Be sure you understand the options for your 401(k) plan when leaving your job.

11/28/2025

Come say hi today!

Santa and his reindeer’s will be here as well!!

11/19/2025

The market’s always going to move in cycles, that’s normal.

What matters is having a long-term plan and someone you can call when the noise picks up.
If you ever want a second set of eyes on your portfolio or your strategy, I’d be glad to walk you through it.

11/13/2025

A lot of families wonder how to save for their own future and their kids' education at the same time. If you want someone to walk you through a clear, realistic plan, I've got you.

Juggling both retirement and college saving is a challenge. Consider these tips.

11/06/2025

Just like a doctor’s checkup, it’s smart to make sure your portfolio is still in good shape for today’s environment.

11/03/2025

I'm seeing a ton of dialogue on this topic as of late. Here's a good article that may help someone.

Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and payi...

11/01/2025

I hope everyone has a great weekend!!

Send a message to learn more

11/01/2025

There’s something I’ve learned early in this profession…

When someone becomes a client, it’s not really about “winning business.”

It’s about a human being deciding to trust another human with a part of their life that represents:
• Safety
• Family
• The future
• Years of effort and sacrifice

That isn’t small.
And it isn’t transactional.

Whether it’s a dollar or a million — it’s someone saying:

“I believe you’ll protect what I’ve built and help me move forward.”

That responsibility humbles me every time.

Finance isn’t about charts and rates — it’s about people and trust.

Grateful for the ones who have already taken that step with me, and committed to earning it every single day going forward.

— Kyle O’Brien

10/28/2025

There has never been a more important time to review your money with a professional than now.