O'Neill Asset Management

10/19/2026

Every paycheck, a portion of money goes into 401(k)s for the future. Don’t mess it up by making a rollover decision that could cause regret. Get our Guide to Avoiding 401(k) Rollover Mistakes brochure by calling us at (616) 884-0337 or visiting: https://401k.oneillassetmanagement.com/

10/19/2026

Traveling can be fun at any age. You just need a little preparation: A checklist for Senior Travel.

Traveling can be fun at any age. You just need a little preparation.

10/16/2026

Giving back is personal, and the way you give can be part of your larger financial picture.

Before year-end, take some time to consider the organizations and causes that matter most to you and whether your charitable giving still aligns with your financial and legacy goals. To get in touch, visit our website today at https://oneillassetmanagement.com/.

10/14/2026

We aim to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. To schedule a complimentary analysis, visit https://oneillassetmanagement.com/contact/.

10/12/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/10/2026

Are you an existing Federal employee?

USFEDS has what you need to know about your retirement benefits!!

We're looking forward to seeing you at the upcoming USFEDS Seminar this coming Tuesday, October 13th, 2026 at 5pm

Grand Rapids Public Library
111 Library St NE
Grand Rapids, MI

10/09/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.

Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at (616) 884-0337.

10/08/2026

Our final raffle winner, from our Open House last month, Kim Clark, came in to collect their prize, an OAM Yeti! 😁

10/07/2026

We take pride in our tailored approach to financial planning, by helping to ensure you're on the right path. For a personalized strategy, get in touch with us! Visit our website at https://oneillassetmanagement.com/.