Client Education

WHAT IS UNITED NATIONS DAY?

WHAT IS UNITED NATIONS DAY?

On October 24, United Nations Day, we celebrate the anniversary of the UN Charter of 1945. To celebrate today, we have to think about 75 years of history, struggle, and accomplishment. So take a moment today to consider the incredible impact the United Nations has had...

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Has the Stock Market Rally Left You Behind?

Has the Stock Market Rally Left You Behind?

Here’s what the recent rally could mean for you. Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story. A CNBC study found that between the stock...

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WHAT IS NATIONAL BOSS’S DAY?

WHAT IS NATIONAL BOSS’S DAY?

October 16 is National Boss’s Day, a chance to celebrate the people who keep us gainfully employed! “Boss” has been used as slang to describe something cool or excellent, so if you are blessed with a great boss, you could call ‘em a boss boss. Whatever you call them,...

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Has the Stock Market Rally Left You Behind?

Why Roth IRA Conversions May Now Be Advantageous

Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules...

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U.S. Columbus Day – October 12, 2020

U.S. Columbus Day – October 12, 2020

Columbus Day is a U.S. holiday celebrated on October 12 commemorating the landing of Christopher Columbus in the Americas in 1492. Over the last few decades however, this celebration has faced serious controversy due to Christopher Columbus’ various horrific acts...

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Has the Stock Market Rally Left You Behind?

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.  When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care...

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National Walk and Bike to School Day

National Walk and Bike to School Day

You’ve heard some version of these stories, right?. Your parents or grandparents had to walk for miles to school, uphill, in a blizzard (or in searing heat, or in pouring-down rain)  both ways? Of course, we don’t advocate children walking for miles in extreme...

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Here’s how much money you should have saved at every age

Here’s how much money you should have saved at every age

Using analysis by Fidelity, CNBC Select provides guidance on age-based savings goals that can help you plan for retirement. Click here to read full article: Here's how much money you should have saved at every age CFP® Subscription Financial Planning At OakCrest we’re...

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WHAT IS NATIONAL COMIC BOOK DAY

WHAT IS NATIONAL COMIC BOOK DAY

National Comic Book Day soars into a community near you this September 25. The genre has grown to include full-length books, or graphic novels, and inspire countless movie adaptations. While they were first typically humorous in nature, it didn’t take long for authors...

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Has the Stock Market Rally Left You Behind?

Why Medicare Should Be Part of Your Retirement Strategy

The premiums and coverages vary, and you must realize the differences. Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Click here to read full article: Why medicare should be...

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