Understanding Today’s Financial Environment
Welcome, I’m Greg Ocker, a Certified Financial Planner TM located in Chambersburg, PA. I understand that individuals face unique challenges as they prepare for retirement. I can help take the uncertainty out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategies, our personalized service focuses on your needs, wants, and financial goals and objectives.
I have over 17 years of experience in the financial services industry. I can help you address your needs of today and for many years to come. I look forward to assisting you through all stages of your life. Please call (717)263-3316 to schedule a complimentary review.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
There are ways to improve your physical fitness without denting your fiscal fitness.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Investors who put off important investment decisions may face potential consequence to their future financial security.
At what point can you call a personal vehicle commercial?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
It’s never a bad time to speak with your financial advisor about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.
There are a few things to consider when buying or leasing your next vehicle.
Understanding the cycle of investing may help you avoid easy pitfalls.