Orsinger Investment Group, Inc.

10/16/2026

FRIDAY FUN FACT!

Up until 2001, stocks used to trade in fractions and not decimals.

Instead of $20.25, at stock was priced at $20 1/4

10/15/2026

Learn about the Tax Triangle on the OIG Podcast

Spotify https://tr.ee/d0ME9A

YouTube https://tr.ee/D26Eu6

The tax triangle divides savings into three categories:

- Taxable: Pay taxes on interest, dividends, and realized gains—such as in brokerage accounts.

- Tax-deferred: Generally pay taxes when withdrawing money—such as from traditional IRAs and 401(k)s.

- Tax-free: Qualified withdrawals are tax-free—such as from Roth IRAs and Roth 401(k)s.

The benefit: Combining these categories can provide flexibility to manage taxes and retirement income.

10/14/2026

The OIG Podcast is up!

Learn about The Tax Triang investing in differently taxed accounts can benefit you during retirement.

Spotify https://tr.ee/d0ME9A

YouTube https://tr.ee/D26Eu6

10/12/2026

10/09/2026

Friday Fun Facts!

How do you determine your net worth?

* Net worth = assets − debts.

* Assets: Cash, investments, property, and other valuables.

* Debts: Mortgages, loans, and credit card balances.

* Example: $500,000 in assets − $200,000 in debts = $300,000 net worth.

10/06/2026

Q3 Quarterly Market Update!!

Check out the new podcast episode on YouTube and Spotify!

https://youtu.be/45PNislyve4

10/05/2026

Need to take money out of your IRA before age 59 1/2 and don't want to pay the IRS penalty?

Consider a 72(t) withdrawal to avoid the IRS penalty. You must follow the rules to avoid the penalty.

Reach out to us if you have any questions.

10/03/2026

Friday Fun Facts!

Your retirement could last as many years as you working years.

Make sure you are saving enough to make your money last during retirement.

10/01/2026

OIG Podcast

Case study for 42 year old couple raising 2 kids.

Spotify https://tr.ee/d0ME9A
Youtube https://tr.ee/D26Eu6

The case study discusses the challenges for a middle aged couple raising a family.

This is the most challenging stage for retirement/financial planning.

Kevin and Max provide you some steps to try and improve your situation.

09/30/2026

OIG Podcast

Case study for 42 year old couple raising 2 kids.

Spotify https://tr.ee/d0ME9A

Youtube https://tr.ee/D26Eu6

The case study discusses the challenges for a middle aged couple raising a family.

This is the most challenging stage for retirement/financial planning.

Kevin and Max provide you some steps to try and improve your situation.