After Tax Investing

Most of us save our money after we pay taxes from our paycheck.  We save money for a variety of reasons: a liquid emergency fund, vacations, a new car, a new home, our children’s education and a comfortable retirement lifestyle.

Investments for savings take many forms – from checking & savings accounts, money market instruments, CD’s, annuities, mutual funds, stocks, bonds and tax-free bonds.  Each one has its place.

At Oldham Resource Group we help determine, with you, how to allocate your savings to best meet your objectives.  Then, we offer the most consistent performing investments. Call us (800)626-6106


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