Overland & Shanahan Wealth Advisors, Inc.

Tax Identity Theft Awareness Week begins today. Be on high alert and remember to check in on the security and protection of your data as tax season continues!

With inflation on the rise, the IRS increased the 2022 contribution limits for some retirement accounts. Here is what retirement savers need to know about the increases allowed in 2022: https://hubs.la/Q013FLdH0

Tax Identity Theft Awareness Week begins today. Be on high alert and remember to check in on the security and protection of your data as tax season continues!

As you navigate the complexities of a bustling career, the lines between work and life at home often get blurred. Get a Balanced Life Month is the perfect opportunity to create boundaries between you and the office. Here’s how to achieve a healthier balance. https://hubs.ly/Q012Bppc0

As you navigate the complexities of a bustling career, the lines between work and life at home often get blurred. Get a Balanced Life Month is the perfect opportunity to create boundaries between you and the office. Here’s how to achieve a healthier balance. https://hubs.ly/Q012Bppc0

Read the latest Weekly Market Commentary on the Overland & Shanahan Wealth Advisors' website: https://hubs.la/Q0130hrl0

Read the latest Weekly Market Commentary on the Overland & Shanahan Wealth Advisors' website: https://hubs.la/Q0130hrl0

In case you missed it last month, we've shared a downloadable resource for the 2021/2022 tax season that's full of important information and tools to help you prepare. Download it today! https://hubs.la/Q012G6NF0

In case you missed it last month, we've shared a downloadable resource for the 2021/2022 tax season that's full of important information and tools to help you prepare. Download it today! https://hubs.la/Q012G6NF0

Happy Martin Luther King Jr. Day! Honor the American historical figure by choosing to spread love and light to those around you, just as he did.

We are looking forward to attending the Oscars party this weekend in partnership with the San Diego International Film Festival!

Great morning. Great people. Great coffee. Bonnici Law Group, APC San Diego Bicycle Club

We had a great meeting with a client yesterday at the LPL Financial headquarters in UTC. Thank you Mary Ann Price for being a wonderful client (and more importantly grandmother) and LPL for being a great partner of our firm.

Saturday morning with the San Diego Bicycle Club

Hearing from a D.C. expert on tax and healthcare reform and the impact it could have on individuals and businesses.

Check out our latest blog post below!

Thank you Michelle Stansbury, you're the best!

We had a great time celebrating a client's birthday in Orange County. Her friends enjoyed lunch, dessert and a little trivia game about her. Happy Birthday, Norma, and thank you for being an amazing client and friend!

We had a great time with our clients at our most recent cooking class! #surlatablecookingclass

The Cravory cookies are tasty and always well received. Thank you to Cynthia Mokhtarian Bell for being a valued partner of ours!