Greg O'Donnell

Help our clients create & execute a financial plan that is based on their unique needs. Member FINRA/SIPC.

[Greg O'Donnell @odfi]

Myth: “I can’t afford long-term care protection.”

Good news: All bills require us to have an income, and long-term care protection can provide the income needed to cover those expenses. It’s likely more affordable than you think, and usually less expensive than going without.

[Greg O'Donnell @odfi]

https://t.co/POLVLgKpN4

[Greg O'Donnell @odfi]

https://t.co/Px0aq9vaEz

[Greg O'Donnell @odfi]

Paul Romer once wrote, “Economic growth springs from better recipes, not just from more cooking.”

Growth is not just about adding workers or equipment. It is about helping each worker produce more goods and services of a higher quality.

https://t.co/iVGsvveywe

[Greg O'Donnell @odfi]

Scammers rely on urgency. A message that seems to come from your bank, a government agency, or even a friend may pressure you to act fast—send money, click a link, share personal info. Pause. Verify using a number you already know is legit. A few extra minutes can save you.

[Greg O'Donnell @odfi]

https://t.co/YoLBqk9iWA

[Greg O'Donnell @odfi]

Tariff uncertainty continues: the Supreme Court struck down the original "Liberation Day" tariffs, refunds are underway, and new tariffs are rolling out under other laws. Those refunds have pushed the national debt past $40 trillion for the first time.

https://t.co/Evv9oC3F42

[Greg O'Donnell @odfi]

Myth: “I can pay long-term care expenses out of pocket”

Truth: Self-funding can have a ripple effect on finances:

Longer care = faster asset depletion
Withdrawals in a down market = bigger losses
More withdrawals = more taxable income
Higher income = higher Medicare premiums

[Greg O'Donnell @odfi]

https://t.co/EW78DDaUqM

[Greg O'Donnell @odfi]

Stocks have climbed to new all-time highs this year, lifted by gains across Energy, Tech, and Industrials. Rates remain near multi-decade highs too. Stay prepared, volatility can strike anytime.

https://t.co/LdoIjSdDwP

[Greg O'Donnell @odfi]

The future is unpredictable: A person will never be younger or healthier than they are right now. Yes, older generations may need care. But cancer, strokes and accidents can happen to younger people, too.

So, when’s an optimal time to plan for care? Before it’s actually needed.

[Greg O'Donnell @odfi]

Election season is heating up. Should politics influence your investing decisions? Our take: keep your political views separate from your portfolio and financial plan. Read more

https://t.co/DPtzIPkycC