by oakcrestuser | Jul 22, 2022 | Investing, Retirement Planning
Use these discussion points in your midyear review. GETTY IMAGES/ISTOCKPHOTO Given today’s challenging markets and unprecedented economic circumstances, a midyear review of your investments and wealth plan takes on a heightened sense of urgency this year. Stock prices...
by oakcrestuser | Jul 12, 2022 | Personal Finance, Retirement Planning
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio,...
by oakcrestuser | Jul 1, 2022 | Retirement Planning
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the groundwork for retirement. During...
by oakcrestuser | Jun 24, 2022 | Retirement Planning
Staying Active in Retirement Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for older adults. In fact, adults 65 and older gain substantial health benefits from regular physical activity. Being physically...
by oakcrestuser | Jun 21, 2022 | Retirement Planning
Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care decisions. Parts A & B: Original...
by oakcrestuser | Jun 16, 2022 | Retirement Planning
Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. You likely know about Part A, Part B, Medicare Advantage, and other sections, but you may not know about the senior fitness offering “SilverSneakers.”...
