Opē Insurance & Retirement

Opē Insurance & Retirement Opē is a technology enabled insurance and financial solutions brokerage. Modern Insurance For The Community

It can be difficult to factor in how retirement expenses can change over time. Learn ways you can prepare for these thre...
02/27/2023

It can be difficult to factor in how retirement expenses can change over time. Learn ways you can prepare for these three unexpected costs.

No. 2 can be especially difficult to foresee in advance.

Subscribers enjoy tips and insights for their financial needs twice a month. The next edition covers needs and expenses ...
02/24/2023

Subscribers enjoy tips and insights for their financial needs twice a month. The next edition covers needs and expenses that can surprise retirees and ways you can prepare for them.

Keep your finances in tune with our ever-changing world.

How often are you "too busy" to socialize? Time poverty is a rising phenomenon -- but it might be more about how we're s...
02/22/2023

How often are you "too busy" to socialize? Time poverty is a rising phenomenon -- but it might be more about how we're spending our free time rather than having less of it.

Research on time poverty, and how to overcome it.

Economic uncertainty can be stressful for anyone. These four moves can help provide more security.
02/19/2023

Economic uncertainty can be stressful for anyone. These four moves can help provide more security.

The new year could bring more economic uncertainty and volatility, but there are still plenty ways to shield yourself from potential headwinds, advisors say.

Personal bias can be really hard to identify, especially when it's a bias toward optimism. But being too confident about...
02/16/2023

Personal bias can be really hard to identify, especially when it's a bias toward optimism. But being too confident about financial decisions can be a major risk to your portfolio's growth.

Two excerpts from a new book by certified financial planner John De Goey

FTX and Enron have more in common beyond being scandalous: They can both teach us all valuable lessons to make better in...
02/13/2023

FTX and Enron have more in common beyond being scandalous: They can both teach us all valuable lessons to make better investment decisions (even beyond the stock or crypto market).

The first lesson is very relevant in the digital media landscape.

Please reach out if you could use my services -- or if you know someone who might.
02/12/2023

Please reach out if you could use my services -- or if you know someone who might.

Referrals are always appreciated.

Any couple looking forward to the big day should check out this article. It covers all the basics of how to set a weddin...
02/10/2023

Any couple looking forward to the big day should check out this article. It covers all the basics of how to set a wedding budget, what it should expect to cover and more.

Stumped on how to set your wedding budget? We walk you through the steps to set a wedding budget you can actually afford for your big day!

Do you know anyone who could use my services? Please let me know.
02/06/2023

Do you know anyone who could use my services? Please let me know.

Referrals are always appreciated.

Hoping to be a better leader this year? Resilience amidst uncertainty and change continues to be a major theme. These tr...
02/01/2023

Hoping to be a better leader this year? Resilience amidst uncertainty and change continues to be a major theme. These traits create the anti-hero figures that people trust to pave the way.

Sapient leadership helps future-proof organizations since leaders are equipped to steer times filled with rapid change.

I would love to help more people. Do you know anyone who could use my expertise?
01/30/2023

I would love to help more people. Do you know anyone who could use my expertise?

Referrals are always appreciated.

The IRS will delay implementing new reporting requirements for business transactions exceeding $600 on payment platforms...
01/29/2023

The IRS will delay implementing new reporting requirements for business transactions exceeding $600 on payment platforms. The delay hopes to "avoid confusion" for 2022 tax filings.

IR-2022-226, December 23, 2022 — The Internal Revenue Service today announced a delay in reporting thresholds for third-party settlement organizations set to take effect for the upcoming tax filing season.

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