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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Understanding how a stock works is key to understanding your investments.
Why have the markets been so volatile recently?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.