Welcome to O’Neal, Broach & Still
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The item most homeowners forget on their home improvement project checklist is insurance.
Military families face unique challenges, making personal finance even more critical.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here is a quick history of the Federal Reserve and an overview of what it does.
Take a look at this 2017 Market Recap.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you have causes that you want to support with donations? Here are three tips.