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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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Online Shopping Tips
As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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.