O'Farrell Wealth & Estate Planning

Happy Victoria Day! 🍁 We hope you enjoy a well-deserved long weekend filled with sunshine, good company, and a little time to unwind.

https://www.ofarrellwealth.com/post/mid-year-financial-check-up-are-you-on-track-with-your-2025-goals

Mid-Year Financial Check-Up: Are You on Track With Your 2025 Goals? As we cross the halfway mark of 2025, now is the perfect time for a financial check-up. It is a great idea to review the goals you set for yourself – whether it be saving, paying down debt, or finalizing your budget. Here are some things to consider: 1. Review your Financial Goals Start by revisit...

On behalf of everyone at O'Farrell Wealth & Estate Planning, we hope you have an amazing Victoria Day long weekend!
Our offices will be closed on Monday, May 19th, and will reopen for regular business hours on Tuesday, May 20th.

https://www.ofarrellwealth.com/post/market-sentiment-improves

Market Sentiment Improves The month of April proved to be a roller coaster for investors around the globe. The markets were jolted as Trump administration unveiled his Reciprocal Tariff plans. If implemented as indicated, the plans implied that supply chains would choke, inflation would rise due to supply shortages; and econ...

Happy Mother's Day to all the amazing moms out there!
This day is all about celebrating you!

https://www.ofarrellwealth.com/post/five-questions-to-start-your-financial-plan

Five Questions to Start your Financial Plan As a Financial Advisor, I often get asked variations of the following questions: When can I retire? How much do I need to save for retirement? What is my magic number? Although I deal with these questions regularly, there is no simple answer. Instead, my role as a Financial Advisor is to help guide....

Happy Administrative Professionals Day! Thank you to our incredible Team of Administrative Professionals for your hard work, dedication, and positive attitude.

We hope you have a wonderful Easter long weekend!
Our offices will be closed on Friday, April 18th, and will reopen for regular business hours on Monday, April 21st.

The small details matter when it comes to transitioning a family business to the next generation and a good Succession Plan takes time, patience, and expertise.
Speak with one of our Advisors today!

Did you know we have a dedicated Succession & Estate Planning Division that works with farms and businesses looking to transition to the next generation?
Call and book a complimentary meeting today! 1-877-989-1997

https://www.ofarrellwealth.com/post/young-investors-do-they-have-financial-knowledge

Young Investors – Do they have financial knowledge? We try to teach our kids to be resilient, to know right from wrong, to stand up for themselves, to be polite and to work hard. Some of us teach our kids about money and finances. How can we ensure that once they are on their own that they will have all the advice that they need to live independently...