Ohnward Wealth & Retirement

11/03/2026

New team member = new photos!

Thanks to Brittany Hayes Photography for always making us look so great!

10/22/2026

A comprehensive financial plan for HNW (HNW) individuals should reflect both your personal values and long-term intentions. Some important areas to evaluate include charitable and legacy goals, as well as estate and wealth-transfer plans. Swipe to learn more.

Keeping these elements up to date can provide clarity and confidence in your overall plan. Call us to discuss your goals.

10/09/2026

Retirement Readiness is not just about making the numbers work. Kerry and Amber discuss the other details that you should think about before making the decision to retire. Watch our NEW podcast out NOW!

Are you financially ready for retirement? Knowing how much you’ll n...

10/02/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

09/30/2026

20 second BLOOPERS. Enjoy. “Retirement Readiness” podcast featuring attorney Melissa Burken Mommsen coming soon!

09/29/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

09/29/2026

Excited to share our next podcast, featuring Melissa Burken Mommsen-Attorney At Law.

She explains WHEN a trust might be needed. (And other important documents for estate planning)

Podcast dropping soon, “Retirement Readiness”.

09/25/2026

Great conference! Always learning, growing, and bringing new ideas back home. Proud to provide small-town service with worldwide products, resources, and financial strategies.
NAIFA (National Association of Insurance and Financial Advisors) did an awesome job. Best ever!

09/18/2026

Trump Accounts are not just for kids born in 2025-2028! If you have a child that is under 18, you can set up an account for them and invest up to $5,000 annually. To find out more specific details visit https://trumpaccount.com/

08/14/2026

Amber and I, Ohnward Wealth & Retirement" are looking to hire!
Position: "Operations & Client Relationship Coordinator"

This position will support financial advisors by managing securities processes, maintaining client records, assisting with client services. Looking for the person who loves to work with people.

Check out further information at:
www.Ohnward.com
Look under the ABOUT US tab, then CAREERS

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