Mindful Spending
May 15, 2018
Mindful Spending
You’ve probably thought at one time “I really should have a budget.” Or maybe you have one, and you’ve stuck to it for a ... Read More
Estate Tax Update for Maryland and D.C.
May 9, 2018
In our last quarterly newsletter, we let you know about some changes in estate tax planning that are a result of the Tax Cut and ... Read More
Is the Mid-Life Crisis a Social Crisis?
April 23, 2018
In society, we often talk about someone having a “mid-life crisis”. Sometimes it results in a sports car, a new spouse, or just unusual behavior.
As ... Read More
Q2 2018 Newsletter
April 19, 2018
In our Quarter 2 Newsletter:
President Lisa Kirchenbauer discusses her upcoming sabbatical,
Associate Financial Advisor Kathy Frakes talks tax and gives advice on getting your recent Grad ... Read More
What does the "Omega" in Omega Wealth Management Stand For?
April 17, 2018
Over 11 years ago, a former team and I knew that it would be important to change the name of our business from Kirchenbauer Financial ... Read More
