Oak Wealth Management, Inc.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
It's important to understand the pros and cons when considering a prepaid debit card.
Gaining a better understanding of municipal bonds makes more sense than ever.
Lifestyle considerations in creating your retirement portfolio.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations? Here are three tips.