Dave Oakley Online

08/07/2019

changes everything, including your needs. Here are some things to look out for

Marriage changes everything, including your insurance needs.

08/05/2019

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

08/02/2019

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

07/31/2019

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

07/29/2019

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

07/26/2019

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

07/24/2019

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

07/22/2019

When are you taking your benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

07/19/2019

What does the Tax Reform and Jobs Act mean for you?

07/17/2019

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?