Ogden Wealth LLC

04/08/2026

Most people will need 70% to 90% of their pre-retirement income to maintain their lifestyle.

The bigger challenge is making sure their plan accounts for spending, risk, and life changes along the way.

Learn 10 smart ways to prepare for retirement. https://ogdenwealthllc.com/insights/blog/10-ways-to-prepare-for-retirement/

04/06/2026

Stocks rebounded last week, ending a five-week losing streak.

In our latest market commentary, we look at why this bull market may still have room to run, how rising oil prices are adding to inflation pressure, and why a solid March jobs report may reduce the odds of more rate cuts this year.

Read the full commentary: https://ogdenwealthllc.com/insights/blog/market-commentary-bull-markets-havent-ended-like-this-but-dont-expect-a-rate-cut/

04/03/2026

Not all charitable giving is set up the same way.

The timing, assets, and approach you use can influence taxes and long-term planning decisions. Here’s what to consider before you give: https://pages.ogdenwealthllc.com/EoZAAW_webinar?key=Charitable-Giving-In-Financial-Planning

04/01/2026

Not every asset is the right one to give away.

If it still plays a role in your income, lifestyle, or long-term plans, timing affects more than just taxes. It can change control and what your heirs may ultimately owe.

Here’s what to think through first: https://ogdenwealthllc.com/insights/blog/to-give-now-or-give-later/

03/30/2026

Between the war in Iran and growing concerns around AI, it’s been a noisy stretch for markets.

But volatility like this isn’t unusual, even in strong years.

Earnings are still holding up. Pullbacks happen. And when fear builds, it can signal that much of the bad news is already priced in.

Here’s how we’re thinking about what’s happening now and why the AI crash narrative may not hold up.

Explore the full analysis: https://www.ogdenwealthllc.com/insights/blog/market-commentary-five-timeless-lessons-for-volatile-markets-and-why-the-ai-crash-narrative-doesnt-add-up/

03/28/2026

Planning for college isn’t just about saving.

It’s how those savings hold up across tuition, multiple children, and the timing of when those costs hit.

Many parents don’t realize the gaps until they’re closer to the moment.

This quiz helps you assess your readiness and what may need attention: ogdenwealthllc.com/college-readiness-quiz/

03/27/2026

A will outlines what happens to your assets.

A trust can shape how and when they’re distributed.

Most people assume one is enough. In many cases, it’s not that simple.

This breakdown walks through where each fits and what to consider: ogdenwealthllc.com/insights/blog/estate-planning-simplified-understanding-wills-trusts/

03/27/2026

HAPPY 21st BIRTHDAY TO CJ!🎉

The office got an extra dose of joy thanks to his girlfriend, Brinley, who surprised him with the these beautiful DIY decorations. Such a thoughtful labor of love made the day even more memorable!🤗🎊

03/25/2026

Estate planning tends to become urgent at the worst possible time.

Without a plan in place, families are left sorting through accounts, decisions, and paperwork without clear direction.

If the basics aren’t documented yet, this checklist outlines what needs to be in place.

Use it to get your plan started: https://pages.ogdenwealthllc.com/EoZAAW_resource?guidekey=estate-planning-checklist

03/25/2026

Join us for Workshop #3 TODAY, 12pm ET in our Wealth Wednesday Series - Redefining Success: Contentment vs Culture! All are welcome, registration is FREE :)

🔗: https://shorturl.at/HWAyA

Join CFC3 Kingdom Partner Michelle Ogden for Workshop 3 in our 12-month, hands-on Kingdom business series, designed to help Christian business owners steward God’s business with clarity, confidence, and peace. These are working sessions—not lectures. Come prepared to work ON your business. ...

03/23/2026

The Fed held rates steady, but the outlook remains uncertain.

At the same time, inflation pressures may be building while growth expectations continue to hold.

That tension is shaping market behavior right now.

Here’s how it all connects: https://ogdenwealthllc.com/insights/blog/market-commentary-fear-is-high-and-the-fed-seems-befuddled-but-fundamentals-are-good/

03/21/2026

Both Roth IRAs and traditional IRAs can play an important role in retirement planning.

The challenge is understanding which one may work better for your situation.

Our calculator helps show how different IRA contribution strategies could affect your retirement savings.

Use the Roth vs. traditional IRA calculator: https://ogdenwealthllc.com/calculator-roth-ira-traditional-ira/