Chris McMahan, Advisor Representative at Oak Tree Wealth Management

12/05/2023

Whats my 2024 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

11/17/2023

Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example of this is life insurance. If you have a life insurance policy that you haven't reviewed recently, it may no longer align with your current needs. That is why reviewing your life insurance periodically may be a good approach.

Learn how the review process works and how it may help you better understand your Life Insurance.

10/19/2023

When an earnings report is released, it tells the market two things.

First, it offers an insight into how the company is performing and what its prospects may look like over the near term.

Earnings season can move markets. What is it and why is it important?

08/25/2023

It's important to understand how inflation is reported and how it can affect investments.

08/25/2023

"If the current annual inflation rate is 3 percent, why do my bills seem like they're 10 percent higher than last year?"1

Many of us ask ourselves that question, and it illustrates the importance of understanding how inflation is reported and how it can affect investments.

It's important to understand how inflation is reported and how it can affect investments.

08/08/2023

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

07/26/2023

How to help determine life insurance needs to provide for your family after you pass away.

07/17/2023

Have you considered the special tax treatment on company stock held in a 401(k) plan?

07/10/2023

One of the most common questions people ask about Social Security is when they should start taking benefits.

06/27/2023

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

06/23/2023

🎉 Exciting Announcement! 🎉

I am thrilled and honored to share with you all that I have recently achieved the esteemed Wealth Management Certified Professional (WMCP) designation through The American College for Financial Services! 🌟✨

This significant milestone represents my unwavering dedication to delivering exceptional financial advisory and wealth management services to all of you. The WMCP designation signifies a higher level of expertise, enabling me to provide even more tailored and comprehensive solutions to help you achieve your financial goals. 💼💰

I am deeply committed to staying at the forefront of industry knowledge and continuously enhancing my skills to serve you better. This achievement reflects my passion for professionalism and a relentless pursuit of excellence in guiding you towards financial success. 📚🎓

If you are looking for reliable financial advice and personalized wealth management strategies, I am here to assist you every step of the way. Let's work together to create a roadmap towards your financial aspirations and secure a prosperous future. 🤝💼

Thank you for your trust and continued support. It is an absolute privilege to serve as your dedicated financial advisor. Please feel free to reach out to me directly to schedule a consultation or discuss any questions you may have. 📞💼

Here's to a future filled with financial empowerment and achievement!

Providing applied financial knowledge and education since 1927.