Secure Your Future - Financial Matters with Richard Oring: Financial Matters with Richard Oring
Richard Oring, from New Century Financial Group, discusses financial matters. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it.
Recent Episodes
What If The Real Risk Is Your Reaction To The News
Your phone is lighting up, the headlines are relentless, and the market feels like it’s swinging with every update. When geopolitical conflict ramps up and oil prices jump, the most common investor impulse is also the most da...
The Tax Trap In Your Mailbox
A tax bill for gains you never saw coming can sour an otherwise smart investment. We pull back the curtain on mutual fund capital gain distributions and show how manager trades, investor redemptions, and year-end timing can l...
Insights from an Industry Expert Kevin Caron.
Have you ever wondered how Federal Reserve's interest rate changes can affect the market? Well, Kevin Caron, a seasoned Portfolio Manager from Washington Crossing Advisors, drops by to decode the world of finance. With his in-depth knowledge and expertise, we explore current cash, bond, and stock e…
Hidden Perks of 529 Plans under the New Secure Act 2.0
Want to uncover the hidden potential of 529 plans and the new twists introduced by the Secure Act 2.0? Wondering how this could be the game changer in your child's college fund or even your first-time home purchase? Then this...
The Role of Trusted Contacts in Money Management
Have you ever considered how to ensure your financial accounts' safety? Let's discuss the importance of trusted contacts in maintaining financial security. The Finra Rule 2165 is specifically designed to protect individuals o...
What Is a Fiduciary?
What is a fiduciary? This is a question that Richard Oring is frequently asked by his clients at New Century Financial Group. When looking for an advisor, it's an important question to ask. A fiduciary is an individual or o...
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Recent Blog Posts
The Psychology of Panic Selling: Why We React to Headlines
In this latest episode of our podcast, we delved deep into a topic that touches every investor at some point: the overwhelming urge to sell when headlines scream danger. It’s a visceral reaction, isn’t it? Your phone buzzes with alarming…
Understanding Mutual Fund Capital Gains: What You Need to Know
In our latest podcast episode, "The Tax Trap In Your Mailbox," we delved deep into a phenomenon that can catch many investors by surprise: receiving a tax bill for capital gains distributions from mutual funds, even if you haven't sold a single…