Ivory Oak Financial Inc.

08/12/2021

Those who emerged from the pandemic relatively unscathed or with an improved financial situation should take the experience as a call to review their spending and saving plan.

07/29/2021

By following these simple tips, living alone can be more affordable than you may think!

07/22/2021

As life’s circumstances change, a family may one day want to transfer ownership of personally owned life insurance to another member of the family, such as a spouse or child.

06/24/2021

You should be taking advantage of your morning routine and it doesn't have to a painful process. Learn how to have a better morning.

Here's how to make the most of your mornings (without starting at 5 a.m.).

06/19/2021

Have you ever wondered what a financial advisor is? You’ve probably heard someone mention that they’re thinking about getting a financial advisor but you were unsure what that entails exactly.

Well in short, a financial helps you grow your wealth while mitigating risk. This is done by creating a portfolio based on your financial needs and goals.

Follow us to learn more about finance and how you can grow your wealth ✨

06/18/2021

What do you think about Gen Z's spending habits? Are they being impulsive and reckless or should we be encourage their spending?

Younger consumers are opening their wallets and increasing spending from previous highs as the U.S. economy recovers from the effects of the Coronavirus pandemic. Bloomberg’s Jenny Surane reports. (Source: Bloomberg)

06/17/2021

Welcome to Ivory Oak Financial!

Here at Ivory Oak we understand that wealth means something different to everyone, we want to understand what it means to you so that we can help you reach your goals.

Whether you require retirement planning, estate planning, education planning, risk mitigation, business succession, we are here to help you!

01/11/2021

U.S. is introducing new “robust safeguards” when the third round of the country’s main small business pandemic aid program launches on Monday after fraudsters and ineligible companies claimed cash last year.

08/29/2020

Paying for a postsecondary education isn’t easy. The average cost per year for a student living away from home is just under $20,000 – or about $80,000 for an undergraduate degree. Making use of a registered education savings plan is a good start to help cover these costs.

08/24/2020

Since the dawn of the industrial revolution, our work lives have largely followed a predictable pattern: We learn, work and then retire. But the introduction of artificial intelligence and other advanced technologies promises to challenge this century-old model.

08/20/2020

There is a list of risks that retired individuals face more now than when they were working.

08/06/2020

No matter where they live, what they did with their lives, or how much money they have, there are three things that happy retirees have in common. The good news is, these are things you can plan for.