OnCourse Wealth Management

OnCourse Wealth Management Providing investment management, retirement planning, company 401(k) retirement plans, and insurance.

The financial risks to consider when evaluating self insurance?
09/02/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Facing divorce? Don't overlook changes to your insurance coverage.
09/01/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Do you know what your insurance needs are, when you’re married, with children?
08/31/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
08/28/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
08/27/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
08/26/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Can group and private disability policies work together?
08/25/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

For a small business, the loss of a key person could cause financial hardship.
08/24/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Do you have a will? Is it updated?
08/21/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Three tips for giving smart from the heart.
08/20/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Address

3801 PGA Boulevard Suite 600
Palm Beach Gardens, FL
33410

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15613375333

Website

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