Blue Oak Wealth ManagementMay 21 minHow Women Can Prepare For RetirementWhen our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social...
Blue Oak Wealth ManagementMay 21 minShould You Borrow from Your 401(k)?Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Blue Oak Wealth ManagementMay 21 minAssess Your Life Insurance Needs If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But...
Blue Oak Wealth ManagementMay 21 min3 Post-Retirement Risks to KnowYou have the life experience to know that you always have to plan for the unexpected. Instead of letting these situations risk derailing...
groupgarabedianJan 211 minChecklist for NewlywedsDid you have the tax talk before you tied the knot? Although tax is the last topic on any newlywed’s mind, it is important to know how...
Blue Oak Wealth ManagementOct 22, 20210 min5 Ways A Roth IRA can help minimize your taxes in Retirement
groupgarabedianSep 28, 20213 minMinimizing Tax on Social Security Benefits Whether your Social Security benefits are taxable (and, if so, the amount that is taxed) depends on a number of issues. The following...
Blue Oak Wealth ManagementSep 24, 20211 minInvestment Challenges of the Affluent InvestorThe fundamental tenets of investing apply equally to high net worth investors as with any other investor, but the affluent investor needs...
Blue Oak Wealth ManagementJun 24, 20211 min5 Steps To Being Financially HealthyBeing financially healthy looks different for everyone and every life stage. But what almost everyone can agree on are the benefits of...
Blue Oak Wealth ManagementJun 10, 20211 minWhere Will Your Retirement Money Come From?For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources:
Blue Oak Wealth ManagementJun 4, 20211 minImportant Birthdays Over 50Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the...
Blue Oak Wealth ManagementApr 13, 20211 min4 Facts About RetirementRetirement can have many meanings. For some, it's time to travel and spend time with family members. Regardless of what approach you...