News

Create a Budget in 5 Simple Steps

Get a handle on how much money is coming in and going out each month by creating a budget. Learn the five simple steps to create and follow a budget.

More Choice, More Control: Disability Income Insurance for Physicians and Dentists

Our new Medical Own Occupation disability income insurance provides more choice and control than ever for physicians and dentists. Watch now.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

Finances In Your 30s: A Start-To-Finish Guide

From saving for your first home to investing in your future. Read more.

Money And Marriage: A Guide To Combining Finances

How to tackle everything from joint bank accounts to budgeting to taxes. Read more.

Everything You Need to Know About Buying A Home

From mortgages to closing costs, here's how to prepare. Learn more

Largest Dividend Payout in Company History

In 2020, we expect the largest dividend payout to policyowners in company history. Read more.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

Didier G Occident
Financial Advisor


Occident Wealth Management

 

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