Ohnward Wealth & Retirement

07/15/2026

We're halfway through the year. Have you checked in on your retirement contributions lately?

It's easy to start the year with good intentions and then find yourself thinking, "We'll catch up later." But catching up gets harder the longer you wait, and the end of the year has a way of sneaking up fast.

Ask yourself: Are you on pace with your contributions? Did anything change this year — a new job, a raise, or a big expense that's worth factoring in?

A little attention now goes a long way before December.

Where do you stand: on track, a little behind, or not sure?

07/13/2026

Who has a vacation scheduled for the summer? ✈️🚗

Where is your favorite vacation spot?🏝️🏔️⛺️ Share a pic! 📸

Enjoy our newest podcast of Confidently Funded!

Planning a summer vacation? You don't have to choose between making...

07/08/2026

Vacation Funded, a teaser to our next 5minute podcast.

07/01/2026

We're midway through the year and that means it's the perfect time for a financial check-in. You still have time to change courses, catch up, or get ahead. Here's what to review:

✅ Your goals: Are the ones you set in January still relevant? Adjust if life has changed.
✅ Your budget: Compare what you planned to spend vs. what you spent.
✅ Your emergency fund: Aim for 3–6 months of expenses. If you've dipped into it, now's the time to rebuild.
✅ Your retirement contributions: Are you on pace to max out your 401(k) or IRA before year-end?
✅ Your investment portfolio: Market shifts may have thrown off your asset allocation. A rebalance could be worth considering.

A mid-year check-in isn't meant to achieve flawless results, but rather to reflect how far you've come. Have questions about where you stand? Let's talk.

06/29/2026

Daily inspiration.

06/26/2026

Investment risk is often framed as something to avoid. But when time is on your side, some level of risk can play an important role in growth over time.

A longer time horizon gives younger investors more room to ride through market volatility and potentially benefit from compounding over the years. That doesn't mean taking reckless risks—it means understanding that short-term ups and downs may matter less when retirement is still decades away.

Reach out if you’d like to discuss what level of risk may make sense for your goals and timeline.

06/22/2026

A simple reminder.

06/21/2026

This Father's Day, we're celebrating all the dads who led by example, the ones who clipped coupons, drove the old car a little longer, and reminded you that nothing in life is free.

Whether your dad taught you everything about money or you're still figuring it out, it's never too late to honor his legacy by getting your own financial house in order.

Happy Father's Day to all the dads doing their best to leave things a little better than they found them.

06/17/2026

When families talk about wealth, it’s easy to focus on the numbers. But some of the most important conversations are really about values and purpose.

Here’s a simple framework to help guide that conversation.

06/15/2026

Something to keep in mind.