O'Hara Wealth Advisors

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to me to learn more!

10/06/2026

Financial confidence starts with a plan.

We work closely with clients to build strategies that reflect their goals, adapt to life's changes, and help them move forward with confidence. October is National Financial Planning Month, so if you've been looking for an advisor, now is a great time to connect with my team.

10/02/2026

It's October, which means Medicare open enrollment is right around the corner. If you have questions about your upcoming decision on the 15th, the team and I are here to help.

09/28/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

09/10/2026

Cognitive decline impacts more than just quality of life—it can also result in substantial long-term care expenses. The good news? There are proactive steps you can take to help protect both. Let’s connect to explore strategies that can make a lasting impact.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

08/27/2026

Retirement isn’t one‑size‑fits‑all. Some people want travel and activity. Others want simplicity and routine. Finding your retirement "type" will help you make financial decisions that support your lifestyle. Read on my website for more.

Refine your retirement dreams by asking yourself these 7 questions.

08/17/2026

For many, retirement is about seeing more of the world. But making your bucket list possible requires more than daydreaming. This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

When you're ready, I can help you make sure your travel goals fit comfortably into your life.

Financially prepare for your next trip with more confidence.