As we begin 2018 many of us make New Year resolutions. We might be resolving to change our diet, travel more, or finally read those books on our nightstand. One very important area of everyone’s life we should consider organizing is our home office, and specifically where and how we store our important family documents […]
Sheila and I have had a very enjoyable holiday season this year. It has been a nice blend of relaxation, time with family and friends, and even an opportunity to see a couple of movies and read some books. Our son Joe has been home from New York, where he recently accepted a position with […]
December is annual review time at AOG Wealth Management. Once again, we brought in our team of trusted canines to analyze the portfolio, our workflows processes, the security methods in place, and the physical office itself. This year, we again have photos of the audit team in action. Oreo Ortlip is shown here reviewing the […]
For the 7th year in a row AOG Wealth Management collected toys for the Toys for Tots Foundation at our Annual Holiday Client Education Event. Thanks to everyone’s generosity dozens of fantastic toys were donated, with a special emphasis placed on collecting gifts for older children and teenagers. After our holiday event, AOG staff members […]
Is a private grade school a possibility for your child? What about a private college? When it comes to your child’s academic future, it’s important to start asking these types of questions early. In today’s post, AOG Wealth Management shares three financial planning mistakes to avoid when saving for your child’s education expenses.