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Blending Life, Wealth, Work & What's Next

July 2019 Omega Newsletter

July 23, 2019
In the latest edition of Omega's newsletter, Lisa talks in-depth about "Walking the Talk", Kathy expeands on impacts of the new tax law and changes ... Read More

Were You Affected By the Equifax Data Breach in 2017?

July 23, 2019
Were you affected by the Equifax Data Breach in 2017?  Equifax has just reached a settlement with the Federal Trade Commission, Consumer Financial Protection Bureau ... Read More

529 Day is Here!

May 29, 2019
529 DAY IS HERE! You may be familiar with the fantastic college savings tool known as the 529 Savings Plan.  It got its name because it ... Read More

Legislative Changes to Retirement Plans That May Affect You

May 28, 2019
Legislative Changes to Retirement Plans May Affect You Last Thursday, the House of Representatives overwhelming passed the Setting Every Community Up for Retirement Enhancement, or SECURE, ... Read More

OWM Book Discussion: Designing Your Life

May 13, 2019
In the latest installment of our vlog series, OWM Book Discussion, Lisa and Jared talk about Designing Your Life by Bill Burnett and Dave Evans. ... Read More

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200 North Glebe Road, Suite 730
Arlington, VA 22203

Phone: (703) 387-0919 | Fax: 703-387-0918
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