Episodes

Richard Oring's phone has been ringing off the hook with calls from clients panicked over the coronavirus and what effects it will have on their investment accounts. Today we cover some important things to remember. When you set up your portfolio, you start with goals and what you need to achieve t…

There are many mistakes that people make with their 401K accounts. Today we try to help you avoid those mistakes now instead of trying to fix them later. They mainly fall into three categories. Contribution Level Mistakes Not...

Nobody wants to think about their own mortality. But careful planning can ensure that both your final wishes are granted as directed, and that your loved ones won't have added stress on top of their grief. Richard and Jag di...

In today's episode, we go inside your FICO score - first by explaining what it is, and the factors that go into calculating it. They are: 35% Payment History 30% Amounts Owed 15% Length of Credit History 10% Credit Mix 10% Ne...

What is success? For some, it means financial security. But it really can be so much more than that. In today's episode, Richard and Jon discuss both the big picture, and how you can set yourself up for financial success. Le...

Expectations are crucial to any relationship, whether it's making them, meeting them, or exceeding them. This is true for your financial adviser, your accountant, and even you as the customer. Communication is key to setting ...

Meet Richard Oring, of New Century Financial Group. Richard's unique background in taxes and accounting give him a unique 360 degree view of financial planning. Learn more: New Century Financial Group Website Call Richard: 60...