Osaic Wealth

Gary N. Krikorian CPA, CFS, CFP

3001 Waterdam Plaza Dr, Ste 180 McMurray, PA 15317

Phone:

Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.