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.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 key concepts to understand when investing for retirement
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
With alternative investments, it’s critical to sort through the complexity.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?