O'Neill Asset Management

09/01/2026

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

08/31/2026

We are having a Client Appreciation Event September 19th at our South Bend office.

We'd love to introduce you to some of our new team members. Angie our new office manager being one of them!

To RSVP for the event: https://forms.gle/nvNzz7nGCXX4QQMu8

If you have not been to our South Bend office, check out our website for more information: https://www.mishawaka-accounting.com/

08/31/2026

When you look at your retirement strategy, does it take your feelings toward risk into consideration? Take our Color of Money Risk Analysis to get your risk score here: https://thefinancialhq.com/oneillassetmanagement.

08/28/2026

Here are some strategies to consider for how to withdraw retirement savings and reduce taxes and penalties.

Here's how to withdraw retirement savings and reduce taxes and penalties.

08/26/2026

August is National Golf Month, and retirement planning has more in common with your short game than you might think.
Both require patience, a steady strategy, and the ability to adjust when the wind picks up.
Market shifts, tax changes, inflation, and life events can all throw off your line, so it helps to have a plan that keeps you on course.
Let's review your financial plan and get you ready for the next round.

08/25/2026

Joseph Snyder on our Advising team has passed his exam and is ready to help our clients officially as a Financial Advisor!!!

We wanted to congratulate him on passing his exam and we are looking forward to him helping our clients with their Retirement reviews going forward.

08/24/2026

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

08/21/2026

You're not just another number with us. We value each client and their unique financial journey. Contact us to experience personalized financial planning! (616) 884-0337.

08/19/2026

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

08/18/2026

We'd like to give a shout out to Steve Wolfe, who joined OAM last fall. He works here with our client relations team.

Steve will get you set up to work with one of our advisors for a complimentary MorningStar Review of your existing investment accounts!