Omega² Wealth Management

12/03/2024

As 2025 approaches, several important updates to 401(k) plans will take effect. With this in mind, we wanted to share one key impact for employers:

✅ Automatic Enrollment – New 401(k) and 403(b) plans will require businesses to automatically enroll eligible employees at a minimum contribution rate of 3%. This aims to boost retirement savings by making participation the default option.

If you have any questions or want to explore how these updates might impact your financial strategy, our team is here to help.

11/11/2024

This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation.

Our veterans have shown incredible bravery, dedication, and resilience, ensuring our freedoms and security. Whether serving at home or abroad, in times of peace or conflict, their contributions are invaluable.

To all the veterans in our network, thank you for your service.

11/01/2024

Daylight Saving Time ends on Sunday, November 3, 2024, at 2:00 a.m.! Don't forget to set your clocks back and enjoy that extra hour of sleep! 💤

Most devices will adjust automatically, but remember to manually update your vehicle's clock, wall clocks, and certain household appliances.

Enjoy the brighter mornings, and let me know if you need any assistance.

01/04/2024

As we step into 2024, it's time to give ourselves a financial breather after the holiday season 🎉

Here are some tips to help you kickstart your financial goals:

💰 Assess Your 2023 Spending - Yes, it's time to face the numbers! Dive into your credit card statements and receipts to understand your holiday spending habits better. Then, take a look at your larger spending habits in 2023.

🎯 Set Clear Financial Goals - Make 2024 the year of financial clarity. Define your goals, whether it's saving, paying off debt, or investing for the future.

📊 Create a Realistic Budget - Consider using handy budgeting apps like Mint to stay on track and determine opportunities to save. Such tools can also do the work of analyzing spending patterns for you.

Have any budgeting tips to add to the list? Drop them in the comments below! ⤵️

11/17/2023

Before the Thanksgiving madness takes hold (in the best way, of course), we want to take a moment to thank you 🧡 And while we don’t want to “pour it on too thick,” your continued trust and support are like the gravy to our mashed potatoes. This holiday, we just want to say that our growth is all thanks to incredible people like you! ✨

P.S. Our office will be closed on Nov 23-24, but we're back on Nov 27. Wishing you a joyful Thanksgiving from the whole team! 🍁

Do you have a favorite food you like to make for Thanksgiving? Let us know in the comments ⬇️

10/31/2023

Just another normal day at the office. Well, maybe not “normal.” Wishing you and your family a fun and spooky Halloween!

10/05/2023

If you’re anything like us, you love to embrace the cozy scents of autumn this time of year! 🕯️🍁

So tell us, what's your favorite fall candle scent?

🍎 Is it the sweetness of honeycrisp apple?

🎃 The sweet and comforting scent of pumpkin spice?

🍂 Or perhaps the earthy and crisp fragrance of fallen leaves?

Comment below 🍎 or 🍂 or 🎃 to let us know your go-to fall candle scent. And if you have any other scent recommendations that capture the essence of the season, feel free to share them too!

09/14/2023

September is Life Insurance Awareness Month! 💼 Here's a staggering statistic: 44% of American households would face financial hardship within six months if the primary wage earner passed away 😰 Don't leave your loved ones vulnerable.

Take advantage of Life Insurance Awareness Month. Review your coverage to ensure it aligns with your needs and goals. We're here to help you find the right policy 🤝

08/02/2023

If you aren't aware. The US debt just got downgraded because of our overspending and lack of agreements on how to spend

The move, from a top rating of AAA to AA+, comes two months after the debt ceiling crisis was resolved and more than a decade after the federal government’s first-ever downgrade in the wake of the financial crisis.

07/18/2023

Temps are rising out there —and unfortunately, so are many Americans’ energy bills 🔥 The good news is there are steps you can take to reduce your home’s energy costs in these warmer months.

To help you out, we’ll be sharing a few such steps, starting with some advice on air conditioning best practices:

❄️Today’s Cool Tip ❄️ In addition to scheduling regular maintenance, regularly vacuum air intake vents and ensure objects aren’t blocking vents. Interestingly enough, you’ll also want to keep lamps and TV sets away from your thermostat, as these can emit heat and make your A/C unit think the room is hotter than it is.

Do you have a cool tip for these warm weather months? Add it in the comments below, and share this post to spread this tip to your network.

07/12/2023

Grab your popcorn and get ready for sea adventures – Shark Week has arrived 🦈 We’re not sure if they’ll finally find Megalodon this year, but we’re sure going to watch every show to find out!

Out of curiosity, where do you stand:

😍 Shark Week is my special summer indulgence.

😰 Nope, I don’t want to relive Jaws, thank you very much!

Tell us your feelings on Shark Week in the comments below 💬

07/06/2023

When it comes to summer meals, we think of one thing: seafood 🌊🦐 Here’s a great recipe from Jim, the owner of the Sip and Feast YouTube channel: https://www.youtube.com/watch?v=RMzZ3Kjnusc

In this video, you’ll get a step-by-step walkthrough of his no-fuss Lemon Garlic Shrimp Pasta recipe – and the commenters who tried it said it’s been a big hit!

Do you have any go-to seafood recipes you want to share? Give us the link in the comments below 💬