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At Oldrid Financial, we uphold the highest standards of integrity and professionalism. We provide comprehensive investment solutions to individuals, estates, trusts, charitable foundations, and small businesses in the areas of retirement, cash flow planning, college savings strategies, insurance strategies and more.
With more than 27 years of experience, we are committed to helping you understand your financial situation and providing you with exceptional quality information, services and products to help you reach your goals.
For more information, feel free to contact us.
Newsletters
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.