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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
A letter of instruction provides additional and more personal information regarding your estate.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Life insurance proceeds are generally tax-free. But not in all cases.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you have causes that you want to support with donations? Here are three tips.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How do the markets usually react to elections? Was the 2016 election any different?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.