O'Neill Asset Management

What is the Social Security COLA for 2027? One group is projecting a cost-of-living adjustment of 3.8% based on the most recent economic data.

What Is the Social Security COLA for 2027? One group is projecting a cost-of-living adjustment of 3.8%, which is unchanged from last month, based on the most recent economic data.

Summer is often full of fun, but it can also bring extra expenses.

From vacations and weekend outings to family activities and home projects, seasonal spending can add up quickly. A little planning can go a long way in helping you enjoy the season while staying aligned with your financial goals.

If you’d like to review your budget or make sure your plan stays on track this summer, reach out today.

Turning 65 and wondering how to navigate all the Medicare options? I'm here to help! 269-986-2749

Financial planning is a journey and we're with you every step of the way. Get started on your journey with us. Contact us today! (616) 884-0337

Is early retirement bad for your brain? What science says and some ideas for how to do it the right way.

Is 'Financial Independence, Retire Early' Bad for Your Brain? What the Science Says and How to Do It the Right Way Research links retiring early to cognitive decline, while continued work is associated with stronger cognition.

We've helped many clients reach their financial goals. Let's start working towards yours! Contact us at (616) 884-0337 today!

Wanted to give a shout out to our winner Lori Goughler-Koetje who picked up the gift card this morning!

Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.

Summer Travel Is Getting More Expensive. Here's How to Spend Less Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.