Open Range Financial Group, LLC

June is Annuity Awareness Month! Let’s take a look at how annuities work and how they might be able to play a part in your retirement income strategy:

Annuity Awareness Month: Helping Bridge the Social Security Gap June is typically recognized for the start of summer, which means graduation ceremonies, homebuying season, and wedding season. But for those who are thinking about their financial future, June also represents Annuity Awareness Month. Created by the National Association

Is it possible to align your values with your investing? And what are the options? In celebration of World Environment Day this Friday, let’s take a look at values-based investing in this week’s blog.

Values-Based Investing: From Trend to Strategic Alignment You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as a revolutionary framework, gaining significant traction as investors sought to align their

This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool and whether it might be helpful to you or your family.

Check out our breakdown of the 529’s advantages in this week’s blog!

Celebrating 529 Day: A Look at Education Savings May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Disability insurance is a way to help protect your plans against unexpected illness or injury.

Read more here:

Disability Insurance: Widening Your Family’s Safety Net Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely

Friday, May 15th, is National Senior Fraud Awareness Day, and in honor of that, we’ve created a quick look at some of the more prevalent scams out there today, how to recognize them, and what to do if you think you’ve been targeted.

Check it out here:

Recognizing and Preventing Financial Scams on National Senior Fraud Awareness Day This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to