Client Education

Meet the kindergarten teacher with 80,000 students

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...

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What are dividends and how do they work?

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: compounding. Click here...

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How Much You Should Have in Your Retirement Fund at Every Age

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...

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Milk Bar pastry chef shares easy strawberry shortcake recipe

Milk Bar founder and famed pastry chef Christina Tosi shared the perfect seasonal sweet treat -- strawberry shortcakes. Click here to read full article: Milk Bar pastry chef shares easy strawberry shortcake recipe CFP® Subscription Financial Planning At OakCrest we’re...

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820 West Jackson Boulevard, Suite 805, Chicago, IL 60607
312-525-8793
lori.boo@oakcrestllc.com