OpenAir Advisers, LLC

Most people don’t have trouble setting goals. However, keeping them, especially financial goals, is another story.

Wealth adviser Ken Calhoun joined WFAA-TV to explain why and share ways to improve our financial habits so we can start reaching our short- and long-term goals.

How to keep up with your financial goals An expert joins WFAA to offer tips to stay on top of your finances.

Understanding the Tax Impact of Required Minimum Distributions (RMDs)

Understanding the Tax Impact of Required Minimum Distributions (RMDs) For many retirees, reaching the age when Required Minimum Distributions (RMDs) begin marks an important transition in retirement planning. After years of saving in tax-deferred retirement accounts, the IRS generally requires you to begin taking withdrawals once you reach a certain age. While RMDs ca...

How to Leave a Tax-Efficient Legacy to Your Heirs

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The Market Is Near Record Highs: What Should Investors Do Now?

The Market Is Near Record Highs: What Should Investors Do Now? When the stock market reaches or approaches record highs, it is natural for investors to wonder whether they should keep investing, make changes to their portfolios, or simply wait for a pullback. Those questions can become even more important for people who are approaching retirement or already rel...

How to Prepare for Extra Expenses at the Start of the School Year - With higher prices on nearly everything these days, many families are feeling sticker shock as they shop for back-to-school supplies. Wealth adviser Ken Calhoun joined WFAA with tips to help families save money, shop wisely and most importantly, stay on budget.

How to prepare for extra expenses at the start of the school year An expert with OpenAir Advisers joins WFAA to share some money-savi...

The Retirement Planning Decisions You Shouldn't Make Based on the Headlines

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Why Cash Isn't Always The Safest Place for Retirement Savings

Why Cash Isn't Always The Safest Place For Retirement Savings For many people approaching retirement or already enjoying retirement, protecting their hard-earned savings becomes a top priority. After years of working, saving, and investing, the idea of moving money into cash can feel like the safest choice—especially during periods of market uncertainty or e...

What Today's Market Volatility Means For Near-Retirees

What Today's Market Volatility Means For Near-Retirees For individuals approaching retirement, few things can create more uncertainty than watching the financial markets move dramatically. Headlines about market declines, economic uncertainty, inflation, and changing interest rates can raise important questions: Will my retirement savings last? Should I...

How Market Volatility Can Create Roth Conversion Opportunities

How Market Volatility Can Create Roth Conversion Opportunities Market volatility can be unsettling, especially for those who are approaching retirement or already relying on their investment portfolio for income. Headlines about market swings, economic uncertainty, or geopolitical events often leave investors wondering whether they should make changes to their....

How Life Changes Should Trigger Financial Plan Updates. Click here to read:
https://www.openairadvisers.com/post/how-life-changes-should-trigger-financial-plan-updates