Journey Advisory Group

10/25/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

10/23/2026

Close to retirement? This is one mistake you’ll want to think twice about.

10/21/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

10/19/2026

Could higher oil prices become a bigger problem for inflation and the markets?

In the latest CIO Corner, Eric Pettway breaks down what’s driving oil prices, how global supply disruptions are affecting energy markets, and what it could mean for inflation and investors.

Watch the latest CIO Corner: https://youtu.be/eiQESQ6kbto

Could higher oil prices become a bigger problem for inflation and t...

10/19/2026

Social Security recipients will receive a 3.6% cost-of-living adjustment (COLA) in 2027, translating to approximately $75 more per month on average.

The increase comes as inflation continues to affect everyday expenses. September's Consumer Price Index showed prices rising 3.7% over the past year.

But will the adjustment be enough? A September AARP survey found that roughly three-quarters of adults age 50 and older didn't believe a 3.5% COLA would keep pace with rising prices.

The actual increase will vary by recipient, and expenses such as health care, housing, and groceries may affect how far that additional income goes.

The Social Security Administration projects a 3.6% cost-of-living adjustment for older adults and people with disabilities starting in 2027.

10/19/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

10/18/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

10/16/2026

What if one spouse handles all of the finances? 🤔

It may work day to day, but what happens if the other spouse suddenly needs to step in?

10/16/2026

A job loss can bring a lot of financial decisions all at once. What happens to your health insurance? Should you roll over your 401(k)? What should you do with a pension? How long will your savings and severance last? It can also be...

Lost your job or facing a layoff? Learn which financial decisions need immediate attention and what to consider before moving your 401(k), pension or benefits.

10/14/2026

It's almost time for All In For Voices!

We are so excited to see you all there, celebrating the journeys of so many amazing children who continue to benefit from OVV's mission. Speaking of journeys, shout out to Journey Advisory Group for sponsoring the event! Your impact means so much to us, and we can't wait to make even more strides for life-change in just a few short weeks.

We can't wait to see you there!
📅 Oct 17 | 6:00–10:00 PM
📍 MadTree - Oakley