CONTACT US FOR YOUR FREE CONSULTATION TODAY
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
-
Is It Time to Step Up Your Digital Marketing?
Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
-
Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
-
Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
-
Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.