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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Check out this video to begin separating fact from fiction.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?