by jamieroth | May 29, 2020 | Featured Posts, Uncategorized
We are headed into possibly the weirdest summer ever. We are in the midst of a worldwide pandemic. School ended early. Kids are bored. Parents are about to lose their ever-loving minds. And to top it all off, summer camp is probably canceled, too, or at least...
by jamieroth | May 26, 2020 | Featured Posts, Uncategorized
The sharp stock decline amid the coronavirus pandemic, one of the fastest selloffs in market history, caused much soul searching for the tens of millions of people who are either at or near retirement age. Should I sell stocks or wait for the market to recover? Should...
by jamieroth | May 22, 2020 | Featured Posts, Uncategorized
For most parents, the smaller the class size the better when it comes to early education. Click here to read full article: Meet the kindergarten teacher CFP® Subscription Financial Planning At OakCrest we’re continually trying to be at the forefront of planning for...
by jamieroth | May 19, 2020 | Featured Posts, Uncategorized
Dividend stocks are a staple of every income investor’s portfolio, but don’t dismiss them as a retiree’s investment only. Dividend stocks have a role to play in any portfolio, no matter the investor’s age or financial circumstances. The reason:...
by jamieroth | May 15, 2020 | Featured Posts, Uncategorized
When Lori Toce’s father died in late March, only two family members at a time were able to see him because of hospital restrictions put in place during the coronavirus pandemic. Just a few weeks later, Toce’s mom tested positive for COVID-19, the illness...
by jamieroth | May 12, 2020 | Featured Posts, Uncategorized
If you’re counting on Social Security to fund your retirement, you might want to think again. According to MarketWatch, the two funds that pay Social Security’s benefits — the Old-Age and Survivors Insurance and the Disability Insurance trust funds — will run out of...
