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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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Prices and the Economy
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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.