Setting Every Community Up for Retirement Enhancement There are many provisions included in the SECURE 2.0; here are the major provisions...

Do you have a long-lost retirement account left with a former employer? Here is how you can find it. Credit: Kiplinger.com, August 27,...

Adults can celebrate half-birthdays too! When you are older, half-birthdays are critical because they have implications regarding your...

A 401 (k) is one of the most common benefits offered by employers today. Although 401(k)s are typically included in financial planning...

You’ve likely heard the phrase: “Don’t Put All Your Eggs in One Basket.” But what does that phrase mean for your finances? When applying...

Though misleading by name, small-cap stocks are big players with plenty of promising opportunities for prudent investors. Blue Oak Wealth...

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social...

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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...

You have the life experience to know that you always have to plan for the unexpected. Instead of letting these situations risk derailing...

Did 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...

Whether your Social Security benefits are taxable (and, if so, the amount that is taxed) depends on a number of issues. The following...

The fundamental tenets of investing apply equally to high net worth investors as with any other investor, but the affluent investor needs...

Being financially healthy looks different for everyone and every life stage. But what almost everyone can agree on are the benefits of...

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources:

Most 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...