Retirement Plan Fees: Know What You Are Paying

Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to have, you always should pay attention to the […]

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3 Common Questions About Social Security

While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in your overall financial strategy for retirement. But […]

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Is Feeling Younger the Secret to a Longer Life?

While some people accept getting older as a natural part of life, many others are on a mission to fight the aging process and maintain a youthful attitude and appearance. […]

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Tax-Deferred or Tax-Exempt? Potential Benefits to Having Both

Over the years, you may have heard it’s good to have different “kinds” of money as you head into retirement. A financial advisor may recommend a combination of tax-deferred and […]

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Preventing Elderly Financial Abuse

A recent study by the Center for Retirement Research at Boston College concluded that many retirees who do not suffer from any cognitive impairment can still manage their money through […]

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What is Evidence-Based Investing?

The evidence-based approach originated in the medical field to promote the use of clinical experience and the best available research to make decisions about individual patient care.1 In the investing […]

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Keeping Connected With the Ever-Changing Internet

If you’ve watched the national news in the past year or two, you’ve likely heard debates about net neutrality, which is the principle that Internet providers should allow access to […]

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Savings and Investment Updates

The American College of Financial Services recently posted some surprising results from its Retirement Income Literacy Quiz. Nearly three-quarters of respondents ages 60 to 75 failed the test with a […]

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Taxes and Retirement Planning

The White House recently introduced what it billed the “biggest tax cut” in U.S. history. While a presidential tax proposal is not likely to get passed without significant changes, the […]

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How Much Money Do You Need to Retire?

How much money do you need to retire? That’s about as personal a question as, “What do you look for in a spouse?” or “What is your dream job?” The […]

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Contact us today!

info@omnitrustfinancial.com
904.619.4351

Jacksonville Office
9428 Baymeadows Road
Suite 100
Jacksonville, FL 32256
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Orange Park Office
165 Wells Rd
Suite 202
Orange Park, Fl 32073
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