by oakcrestuser | Aug 10, 2021 | Investing, Personal Finance, Uncategorized
We can learn a lot from watching how the wealthy handle their money. Perhaps that’s why there has been so much “noise” created in the industry, though. Everyone wants to know what the secret is to successful investing. We want to know the secret to creating...
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...
by cambridgesourcesites | Aug 28, 2020 | Featured Posts, Uncategorized
If there’s one issue dividing parents at this moment, it’s the back-to-school debate.Teacher Letter CFP® Subscription Financial Planning At OakCrest we’re continually trying to be at the forefront of planning for our clients. We assist our clients: To...
