Osaic Wealth

Gary N. Krikorian CPA, CFS, CFP

3001 Waterdam Plaza Dr, Ste 180 McMurray, PA 15317

Phone:

HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy

This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
Key Retirement and Tax Numbers for 2025

This article outlines some important IRS cost-of-living adjustments for 2025.
What’s Your Real Return?

While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
Saving for College: 529 Plan vs. Roth IRA

529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.

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.
Car Affordability

How much can you afford to pay for a car?
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Tax-Deferred Savings

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