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The fact Americans are living longer – an average of 78.7 years, nine years longer than in 1960 – is attributed to many factors – healthier lifestyles, better access to medical care, and advances in health care practices and medicines. The use of prescription drug plans has become a staple…

It’s no secret automation continues to disrupt manufacturers across every segment. Hard and soft costs can be significant, cyber threats and liabilities escalate, and the challenge to attract, hire, and retain a skilled workforce require new methodologies. The management of sophisticated and evolving risks within the new era of automation,…

Once upon a time, busy professionals thought of work/life balance as a “matter of time.” Put in the hours, the weeks, the years…and I’ll achieve my goals. Life will wait. Today? Not so much. Our personal and work lives wage a relentless fight for energy, priority and purpose. We realize…

Essential in all aspects of our lives, belonging is a necessary foundation for building a productive and happy life. Especially in the workplace, where an increasing diverse workforce brings inclusion opportunities, many employees struggle with belonging, particularly those who bring broader diversity to their workplace than previously experienced. As an…

If you have recently reviewed your insurance renewal policies, you may be one of many asking yourself, ‘why did my premium go up so much this year?’ Several trends have impacted home, auto and liability premiums, including weather and non-weather related losses (water), increased costs of technology in homes and…

As we embrace our collaborative culture at Oswald and hold the quest for inclusion near our hearts, I encourage us all to consider it just might be our ‘Commitment to Community’ that effectively demonstrates our mission of inclusion. Whether you have been an employee-owner for one year or many, it…

What is Medicare? Medicare is the health insurance program run by the Federal Government. It is available to those 65 and older, those under 65 with certain disabilities, and those with end-stage renal disease. If you don’t sign up when first eligible at age 65 and don’t have qualifying coverage…

CLEVELAND – Oct. 11, 2019 – Oswald Financial Inc. is pleased to announce that both Michael Gheen and David Kulchar have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement…

CLEVELAND – Oct. 7, 2019 – Oswald Companies, one of the largest independently owned insurance brokerages in the U.S., has announced the acquisition of UROne Benefits®. UROne Benefits® is a health insurance and Medicare benefits brokerage firm, based in Litchfield, Ohio, which specializes in delivering individual and family health insurance,…

As Oswald has evolved over years of taking care of our employees and clients, it was evident to me – at the turn of this decade – that the landscape was changing. Clients, our team, the community; they were becoming more diverse. Diverse in the way they interact, diverse in…