ORG Private Client Group

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Roanoke, IN
ORG Private Client Group

We are dedicated to providing investment management and strategic wealth planning.

01/21/2026

Financial wellness isn’t just about the future; it’s also about feeling secure in the present. In recognition of Financial Wellness Month, consider these benefits that are gaining traction:

✅Retirement planning education - It’s not enough to offer a 401(k) — employees need to understand how to use it. Providing financial literacy workshops or digital education on contribution strategies, compounding, and investment basics builds confidence and long-term participation.

✅Student loan repayment assistance - With new legislation allowing employer-matching contributions for student loan payments, helping employees pay down student loan debt while saving for retirement has never been easier — or more appreciated.

If you’re interested in integrating these benefits into your business’s financial strategy, give us a call today.

01/14/2026

If you’re thinking about retirement, you might be considering Social Security benefits as part of your plan. But you might not realize that you could be preparing now to help increase your benefit later.

Here are some key Social Security strategies that could help maximize your benefit more — and bring you greater peace of mind down the road:

✅ Work at least 35 years - Social Security is based on your 35 highest-earning years. If you’re only a few years off of this target, you may want to consider working until you hit the 35-year mark.

✅ Consider additional earning opportunities - Raises, promotions, or side gigs that increase your income can count toward a higher future benefit.

✅ Check your earnings record - Errors or missing income can shrink your future payments. Review and correct them through your My Social Security account.

✅ Wait until full retirement age - Claiming Social Security benefits early can reduce your monthly amount for life. Waiting until your full retirement age can pay off.

✅ Consider delaying benefits - For every year you delay past your full retirement age, your benefit increases. Depending on your personal health and financial needs, delaying your Social Security benefits can help you earn more as you age.

While these strategies may work for some, it’s important to discuss the best approach for your unique situation with a financial advisor.

That’s where we come in. Give us a call today, and we can discuss a holistic wealth management strategy that considers current needs and future goals.

01/08/2026

Financial stress can easily carry into the workplace, affecting focus, productivity, and overall well-being. This Financial Wellness Month is a good time to consider how your organization is helping employees feel more confident about their finances.

Here are two tools that can make a meaningful impact:

✅Budgeting tools - Guided platforms that track spending, categorize expenses, and help employees build realistic savings goals. These tools give employees more control and more peace of mind.

✅One-on-one financial coaching - Personalized support from a financial expert can help employees tackle what matters most to them, whether that’s managing debt, planning a major purchase, or building credit.

Interested in these or other financial benefits? Give us a call today.

01/06/2026

The new year is a perfect time to revisit financial goals and make any necessary adjustments for the year ahead. To help you start 2026 off on the right foot, we’re sharing a few key steps to consider.

For personalized wealth management guidance, call our office today to schedule a New Year portfolio review.

12/25/2025

As the year winds down, we're sending warm wishes your way. May this season bring peace, joy, and time to recharge with those who matter most.

Please note: Our office will be closed from December 24th to 26th and January 1st to 2nd, allowing our team to spend time with their loved ones.

Wishing you a joyful holiday season and a healthy, happy start to 2026!

12/18/2025

Health reimbursement arrangements (HRAs) are designed to give businesses flexibility while providing real value to employees. Whether you're looking to offer a full health benefit or a supplemental one, HRAs can help you provide meaningful coverage for your employees in alignment with your business needs.

Want to explore if it’s the right fit for your team? Feel free to give us a call, and we can discuss your options.

12/16/2025

December will be over before we know it, so we’re sharing an urgent reminder about annual required minimum distributions. Take a look below at key information for Americans who are 73 years or older.

🔹If you turned 73 in 2025, you have until April 2026 to take your first distribution. However, you will need to take your second distribution by December 31, 2026. Taking both in 2026 could have negative tax impacts. Discuss the best course of action with your financial advisor.

🔹If you’re age 74 or older, the IRS requires you to take an RMD from certain retirement accounts by December 31st.

🔹Applicable accounts include: Traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s, 403(b)s, and 457(b)s. However, the IRS does not require RMDs from Roth IRAs, Roth 401(k)s, or Roth 403(b)s while the account holder is living.

🔹Missing the deadline could result in a penalty of 25% of the RMD amount and 10% if corrected within two years for IRAs.

Have questions about RMDs or other investing matters? Give us a call today.

12/11/2025

While the holiday season is rich in joy, it can also bring unexpected expenses. To help you keep your finances on track, we’re sharing simple holiday budgeting tips you can start using today.

As always, if you have any investing or wealth management questions, we're here to help.

12/09/2025

Short-term disability is not the most-talked-about benefit, but it plays a critical role in protecting your workforce. When it comes to short-term disability benefits, there are a few things to keep in mind. Swipe to learn more.

Short-term disability is a great way to show your team that you care about their financial stability and recovery when it matters most. Want to ensure you have the best coverage? Give us a call.

12/04/2025

As 2025 winds down, now is the time to take proactive steps to help set you up for financial success in the new year. Swipe through for a few actions to consider before December 31st.

Have questions about any of these year-end strategies? Give us a call. We’re here to help you finish strong and start 2026 with confidence.

12/02/2025

The holidays can bring joy and stress into the lives of employees trying to balance year-end deadlines, family commitments, and personal well-being. As an employer, supporting your team’s wellness now can lead to a healthier, more productive start to the new year. Swipe to learn more.

Have questions about your company’s benefits or how they can help enhance employee wellness this season? Give us a call today.

11/27/2025

Gratitude is at the heart of everything we do — and this season, we're especially thankful for the opportunity to work with such incredible people.

Whether you're traveling, cooking up a feast, or simply enjoying some well-deserved rest, we hope your Thanksgiving is filled with what (and who!) matters most.

Please note: We will be closed on Thursday, November 27th, and Friday, November 28th, to allow our team to enjoy the holiday.

Wishing you and your loved ones a warm, safe, and memorable Thanksgiving!

Address

13548 Zubrick Road
Roanoke, IN
46783

Website

https://www.orgprivateclient.com/

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