by jamieroth | 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 jamieroth | 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...
by jamieroth | Aug 25, 2020 | Featured Posts, Uncategorized
If you need money, you might be thinking about those funds you’ve socked away for retirement. Click here to read full article: Hands off that retirement money until you scout through all the options CFP® Subscription Financial Planning At OakCrest we’re...
by jamieroth | Aug 21, 2020 | Featured Posts, Uncategorized
I’m most certainly not wealthy at this stage of my career, but I’m not going to get rich by giving away more money to Uncle Sam every year than I need to. So I’m happy and eager to do some tax planning, but what does that really mean? Click here to read full article:...
by jamieroth | Aug 18, 2020 | Featured Posts, Uncategorized
Retirement planning is all about numbers. It centers around one question: Do my financial assets — pension, 401(k)s/IRAs, Social Security, property, sale of a business, etc. — provide enough income to fund my desired retirement lifestyle? Click here to read full...
by jamieroth | Aug 14, 2020 | Featured Posts, Uncategorized
Across the country, millions of students are returning to newly-designed classrooms with new rules, like social distancing and mask wearing, or they are spending the start of the school year in front of a computer screen at home, doing virtual learning, or doing...
