Oswald Financial Group

As we celebrate the hard work and dedication that help build our communities, our office will be closed Monday, September 7 for Labor Day. We hope you take time to relax, recharge, and enjoy the holiday weekend with the people who matter most. We'll see you back in the office on Tuesday!

Today is National 401(k) Day.

If you've changed jobs over the years, there's a good chance your retirement savings are scattered across multiple accounts, old statements, and passwords you haven't used in years.

In other words... your retirement savings may be starting to look a little like a junk drawer.
National 401(k) Day is a great reminder to take a quick inventory:
✅ Review your current 401(k)
✅ Locate any old retirement accounts
✅ Check your beneficiaries
✅ Make sure your investments still align with your goals

Building retirement savings is important.

But having a plan for how those savings will support your lifestyle and income in retirement is just as important.

A little organization today can help create more confidence for tomorrow.
Have you checked in on your retirement accounts this year?

Financial Awareness Day reminds us that financial confidence doesn't come from knowing everything. It comes from knowing what's important.

A few simple questions can make a big difference:
✔️ Do you know where all your retirement accounts are?
✔️ Have you reviewed your beneficiaries recently?
✔️ Do you have a written plan for retirement income?
✔️ Would your family know where to find important financial documents.

You don't have to tackle everything in one day. Even one small step can help you feel more organized and prepared.

At Oswald Financial Group, we believe financial planning should feel less overwhelming and more like a conversation around the kitchen table. What's one financial task you've been meaning to cross off your list?

One of the most common retirement myths we hear is, "I'll get serious about planning when retirement gets closer."

The reality is that planning is less about timing and more about creating options. You do not need every answer today. You just need to understand where you stand and what choices may be available to you down the road.

If this sounds familiar, you are not alone. A simple conversation can be a great place to start.

You’ve spent years showing up for your clients. Now imagine doing that inside a modern, welcoming office where you’re surrounded by professionals who believe in collaboration, referrals, and better outcomes for the people you serve. We’re creating Lincoln’s premier financial services collaborative. If you’re interested in learning more about the remaining private offices, reach out to [email protected].

Some of the biggest retirement opportunities aren’t flashy… they’re hiding in plain sight.

It’s often the small things: tax timing, Social Security decisions, overlooked accounts that make the biggest difference over time.

We break it all down in a simple, easy-to-follow way so you don’t miss what matters most.

Learn More 👉 https://financeinsights.net/wxqdh8m5aIjnL0eSbAKB1Uk653M

❌ “Investing is basically gambling”
❌ “You need a lot of money to start”
❌ “I’ll get to it later”

✅ None of these are true.

We’re breaking down investing in plain English so it actually makes sense.

Start here 👉 https://oswaldfinancialgroup.com/insights/blog/investing-basics-lincoln-nebraska/

Most folks we meet are just tired of guessing.
Here’s what it’s actually like if you reach out to us:

1) We start with a simple conversation.
No pressure, no prep needed. We just talk about what’s been on your mind. questions, concerns, even the stuff you feel like you “should” understand but don’t.

2) We listen before we suggest anything.
We take time to understand your situation, your timeline, and what matters most to you and your family.

3) We organize what you already have.
Think of it like laying everything out on the table, accounts, income sources, benefits, so it finally makes sense in one place.

4) We map out next steps together.
Not a sales pitch. Just clear options, explained in plain English, so you know what you can do from here.

Afterward, most people tell us they feel a sense of clarity, and a little more at ease about what’s ahead.

If that sounds like what you’re looking for, that’s what we’re here to do.

From travel and hobbies to healthcare and helping family, money just moves to different places. Without a plan, those changes can sneak up on you and feel stressful. A simple income strategy can help you feel more in control of what’s ahead.

If this sounds like you, you’re not alone, talk with a professional who knows your situation.