Ryan Oldmixon, Financial Advisor, Gorra Financial Group

06/16/2026

Ensuring your beneficiaries are updated can minimize the strain on loved ones who manage your estate and ensure your wishes are followed. Otherwise, there could be delays in estate distribution and an increase legal fees.

https://www.oneamerica.com/articles/Article-FEI-Update-Beneficiaries?siteArea=/oacontent/oneamerica/financial-education/individuals/resources

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06/15/2026

What's one financial lesson you learned from your father, mother,
grandparent, or another role model growing up?

06/15/2026

You should look for opportunities to preserve your estate as much as possible for loved ones or the charities you support. Two strategies for preserving for intended recipients are the marital deduction and the unified credit.

https://www.oneamerica.com/financial-education/individuals-leave-a-legacy/article-fei-preserving-your-estate

06/14/2026

If you want to as part of your financial plan, there are two options to consider: lifetime transfers to individuals and charitable gifts to organizations. Each has its own advantages.

https://www.oneamerica.com/financial-education/individuals-leave-a-legacy/article-fei-estate-gifting-strategies

06/12/2026

Donating money to a good cause is a thoughtful way to . It also can be fiscally smart. Here are some points to consider when preparing your .

https://www.oneamerica.com/financial-education/individuals-leave-a-legacy/article-ll-charitable-gifts-101

06/12/2026

We are almost at the halfway point. How are you doing on those goals you set in January?


Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

06/12/2026

And, without Geometry what's the point? 🤪

06/11/2026

Whether leaving a legacy to your loved ones or giving to a charitable organization after you're gone, beneficiaries may owe estate taxes.

https://www.oneamerica.com/financial-education/individuals-leave-a-legacy/article-fei-calculating-estate-tax

06/10/2026

Lack of estate planning, coordination and inheritance questions can cause frustration, regardless of the family economic status. Make decisions now that can help support your loved ones emotionally and financially.

https://www.oneamerica.com/financial-education/individuals-leave-a-legacy

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06/10/2026

A few simple tips to help keep your travel plans enjoyable and financially healthy this summer