Resources

A Date with Destiny

Seven age milestones that will impact your retirement planning.

Appetite for Risk

Understanding investment risk and planning a successful, long-term investment strategy.

Beyond Retirement

Beyond Retirement: Consider Your Other Goals

Budgeting for Baby

Expecting a new arrival? Learn how to budget for your growing family, including child care, insurance, and parental leave.

Common Retirement Investment Mistakes

There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments.

Higher Learning

During these uncertain times, 529 plans may make more sense than ever.

IRA 101: Know the Facts

If you own an IRA, then you should be as familiar as possible with the rules that govern your account.

When's the Right Time to Retire?

This article discusses the factors you should look into when deciding when to retire.

Make an Appointment

Check the background of this investment professional here:

FINRA Broker Check

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC).

Insurance products are offered through LPL or its licensed affiliates. O Bee Credit Union and O Bee Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using O Bee Financial Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, O Bee Credit Union or O Bee Financial Services . Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

O Bee Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

O Bee Financial Services is not registered as a broker-dealer or investment advisor.