by oakcrestuser | Nov 12, 2021 | Personal Finance, Uncategorized, Working with a Financial Advisor
How top firms use it in their practices KEY POINTS There’s a growing emphasis on psychology in financial planning as advisors explore ways to strengthen client relationships. Top firms on CNBC’s annual FA 100 list use behavioral finance to manage clients’ investing,...
by oakcrestuser | Oct 26, 2021 | Personal Finance, Retirement Planning, Tax Planning, Uncategorized
Social Security beneficiaries will soon see the biggest jump in monthly checks in 40 years. How to prepare People who collect Social Security are about to see bigger checks. The cost-of-living adjustment in 2022 will be 5.9%, the Social Security Administration said...
by oakcrestuser | Jul 27, 2021 | Uncategorized
The road to retirement is paved with good financial habits Millionaire status might seem far out of reach, especially as unemployment remains high and household incomes fall through this pandemic-driven recession. But you can still learn some good financial lessons...
by cambridgesourcesites | Jul 20, 2021 | Estate Planning, Personal Finance, Retirement Planning, Uncategorized
Follow these steps to find out. How much money do you need to comfortably retire? $1 million? $2 million? More? The most common rule of thumb is that the average person will need approximately 80% of their pre-retirement income to sustain the same lifestyle after they...
by cambridgesourcesites | Jun 15, 2021 | Investing, Personal Finance, Retirement Planning, Uncategorized
The number of seniors who are single and childless is growing. This group needs to be purposeful as they think about their health and finances and fostering companionship as they retire. Click here to read full article: 4 Steps to a Happy Single Retirement CFP®...
by cambridgesourcesites | Sep 4, 2020 | Featured Posts, Uncategorized
Say goodbye to summer with your favorite barbecue staples, seasonal sides and decadent desserts. 13 fun and flavorful cookout recipes to make this Labor Day weekend CFP® Subscription Financial Planning At OakCrest we’re continually trying to be at the forefront of...
