Client Education

Solo 401(k) vs. SEP IRA

Self-employed people can still save for retirement – and benefit from valuable tax breaks – even if they don't have a job with a 401(k). Whether you're starting your own business, freelancing on the side to earn some extra income or you lost your job and are doing...

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Savory Garden Pancakes with Yogurt Herb Sauce

These savory flapjacks are packed with veggies, herbs and whole grains. They're also perfect for a special brunch or a unique side dish at supper. The best part is that you can use a variety of your favorite garden herbs. I personally love the combo of dill and...

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Smart Ways to Handle an Inheritance

We’ve all heard stories about individuals who passed away quietly after a life of frugality, leaving a fortune to their unsuspecting heirs or, occasionally, a beloved pet. Click here to read full article: Smart Ways to Handle an Inheritance CFP® Subscription Financial...

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Investing for Kids: How to Invest for Them

Many parents are anxious about providing for their children into adulthood but they can start to share this duty by gradually incorporating their kids into money management decisions. Click here to read full article: Investing for Kids CFP® Subscription Financial...

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4 ways your tax return can help you save money in 2020

With Tax Day out of the way, it’s time to review your 2019 return and spot opportunities for saving on taxes for the remainder of the year. Click here to read full article: 4 ways your tax return can help you save money in 2020 CFP® Subscription Financial Planning At...

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lori.boo@oakcrestllc.com