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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