Oracle Wealth Management

05/27/2026

You don’t have to choose between saving for your child’s education and your own retirement. We can help you balance both goals.

3 steps to balance two of life’s most significant financial goals.

05/25/2026

In a city like Chattanooga, where community runs deep, Memorial Day is a time to pause and remember those who gave their lives in service to our country. We honor their sacrifice and keep their memory close.

05/22/2026

Chattanooga is always full of something fun going on! 🎶🌄

From local events to time outdoors, there’s no shortage of ways to enjoy the weekend around here. What is everyone getting into this weekend? https://bit.ly/4dqQMZB

05/21/2026

Paying for your children’s college doesn’t have to delay your retirement.

We're here to help you find the right balance for both, so you can stay on track without losing sight of what matters most – your family’s future.

05/19/2026

When people hear “529 plan,” they often don’t realize there are actually two types.

Some plans focus on investing for future education costs, while others allow you to prepay tuition at today’s rates. Both can play a role depending on your situation.

If you’ve been thinking about education planning and aren’t sure where to start, feel free to reach out—we’re happy to talk it through. https://bit.ly/4unblML

05/16/2026

Happy Birthday, Vera!
We promise not to bother you today… (okay, we’ll try). We hope your day is amazing!

05/10/2026

Happy Birthday, Gloria!
We were going to give you the day off… but then we remembered we’d all be lost without you.

Hope your day is filled with laughs, cake, and at least slightly fewer emails!

05/08/2026

Mother’s Day is one of the most popular days of the year for phone calls, as families reach out to connect and celebrate. Wishing a happy early Mother’s Day to all the moms, grandmothers, and mother figures who shape our lives every day.

05/06/2026

Behind every goal, plan, and milestone is something more personal — family.

Moments like this are a reminder that financial decisions aren’t made in a vacuum. They’re shaped by the people we share life with, the experiences we value, and the future we want to build together.

https://bit.ly/4nbH2pk