O'Neill Asset Management

07/17/2026

Is early retirement bad for your brain? What science says and some ideas for how to do it the right way.

Research links retiring early to cognitive decline, while continued work is associated with stronger cognition.

07/15/2026

We've helped many clients reach their financial goals. Let's start working towards yours! Contact us at (616) 884-0337 today!

07/14/2026

Wanted to give a shout out to our winner Lori Goughler-Koetje who picked up the gift card this morning!

07/13/2026

Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.

Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.

07/13/2026

Congratulations Lori Goughler-Koetje on winning our drawing last Friday!

We look forward to seeing you tomorrow when you come to pick up the gift card. 😁

07/10/2026

Lower tax brackets and a bonus senior deduction may make 2026 a good year for a Roth conversion.

Lower tax brackets and a bonus senior deduction may make 2026 a good year for a Roth conversion.

07/08/2026

It's time again for our monthly drawing, this week Friday!!!

The names will be anyone who has followed our page since Friday June 5th.

If you have yet followed us on Facebook, now is the time!!!

We'll pull the winner's name this Friday, for the $100.00 Amazon gift card.

O'Neill Asset Management Facebook: https://www.facebook.com/oneillassetmanagement

For more details see: https://oneillassetmanagement.com/support-our-story/index.html

O'Neill Asset Management Google reviews: https://g.page/r/CbipAdgpL4yTEBM/review

07/08/2026

We’re halfway through 2026, which makes this a great time to pause and revisit your financial goals.

Are you still on track with the goals you set at the beginning of the year? Have any major life changes shifted your priorities? Are your savings, retirement contributions, debt strategy, and investment plan still aligned with where you want to go?

A mid-year financial tune-up can help you make thoughtful adjustments now instead of waiting until year-end.

Now is a good time to review your progress, refocus your priorities, and make sure your financial plan still supports the bigger picture.
Have questions about your 2026 financial goals? Let’s connect.

07/06/2026

Every paycheck, a portion of money goes into 401(k)s for the future. Don’t mess it up by making a rollover decision that could cause regret. Get our Guide to Avoiding 401(k) Rollover Mistakes brochure by calling us at (616) 884-0337 or visiting: https://401k.oneillassetmanagement.com/.

07/04/2026

Happy Fourth of July! Wishing everyone a safe, joyful, and patriotic celebration.