Blue Oak Wealth Management
Blast off into SECURE 2.0
Setting Every Community Up for Retirement Enhancement There are many provisions included in the SECURE 2.0; here are the major provisions...
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Blue Oak Wealth Management
- Mar 3
- 1 min
How to find lost retirement accounts
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,...
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Blue Oak Wealth Management
- Mar 3
- 1 min
Important Birthdays Over 50 Years Old
Adults can celebrate half-birthdays too! When you are older, half-birthdays are critical because they have implications regarding your...
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Blue Oak Wealth Management
- Mar 3
- 1 min
Understanding a 401(k) Plan
A 401 (k) is one of the most common benefits offered by employers today. Although 401(k)s are typically included in financial planning...
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Blue Oak Wealth Management
- Dec 21, 2022
- 1 min
Diversification v.s. Asset Allocation What’s the difference?
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...
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Blue Oak Wealth Management
- Dec 21, 2022
- 1 min
The Underdog of Stocks Small-Cap Stocks
Though misleading by name, small-cap stocks are big players with plenty of promising opportunities for prudent investors. Blue Oak Wealth...
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Blue Oak Wealth Management
- May 2, 2022
- 1 min
How Women Can Prepare For Retirement
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social...
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Blue Oak Wealth Management
- May 2, 2022
- 1 min
Should 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?
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Blue Oak Wealth Management
- May 2, 2022
- 1 min
Assess 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...
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Blue Oak Wealth Management
- May 2, 2022
- 1 min
3 Post-Retirement Risks to Know
You have the life experience to know that you always have to plan for the unexpected. Instead of letting these situations risk derailing...
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groupgarabedian
- Jan 21, 2022
- 1 min
Checklist for Newlyweds
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...
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Blue Oak Wealth Management
- Oct 22, 2021
- 0 min
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groupgarabedian
- Sep 28, 2021
- 3 min
Minimizing 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...
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Blue Oak Wealth Management
- Sep 24, 2021
- 1 min
Investment Challenges of the Affluent Investor
The fundamental tenets of investing apply equally to high net worth investors as with any other investor, but the affluent investor needs...
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Blue Oak Wealth Management
- Jun 24, 2021
- 1 min
5 Steps To Being Financially Healthy
Being financially healthy looks different for everyone and every life stage. But what almost everyone can agree on are the benefits of...
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Blue Oak Wealth Management
- Jun 10, 2021
- 1 min
Where 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:
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Blue Oak Wealth Management
- Jun 4, 2021
- 1 min
Important Birthdays Over 50
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...
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