Osaic Wealth

Gary N. Krikorian CPA, CFS, CFP

3001 Waterdam Plaza Dr, Ste 180 McMurray, PA 15317

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Car Affordability

How much can you afford to pay for a car?