by oakcrestuser | Apr 14, 2021 | Insight
After you leave work, what will your life look like? How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if your...
by oakcrestuser | Apr 13, 2021 | Featured Posts
There were many challenges that CFP® professionals needed to adjust to in 2020 to support their clients, especially given that nearly 1 in 5 CFP® professionals reported that clients leaned on them as a financial therapist first and a financial planner second, in...
by oakcrestuser | Apr 9, 2021 | Featured Posts
Advice for older job hunters and employees from workplace expert Lindsey Pollak, author of “Recalculating” “Since the beginning of 2020, every single person around the world has experienced a collective, unplanned, unwanted disruption — far worse for...
by oakcrestuser | Apr 6, 2021 | Featured Posts
We have all seen the heartbreaking stories about people dying in hospitals from Covid-19 without family present. And, we’ve heard about the tragic decisions healthcare workers must make when time and resources are spread thin. Compounding these sad situations is that...
by oakcrestuser | Apr 2, 2021 | Featured Posts
When you’re doing your retirement planning, it’s easy to ignore one vital topic: How much taxes will I owe on my retirement income? Frankly, it’s a hornet’s nest. But the topic of taxes and your retirement income is vitally important for your retirement planning....
