White Oak Financial Group

05/15/2023

What are your greatest financial fears? A recent survey showed that when it comes to retirement, many people worry about unexpected expenses, taxes, healthcare costs, and more. Let’s talk about how we can help.

05/10/2023

Many people hope to travel the world in retirement. Where will retirement take you?

05/08/2023

While you can't predict the future, you can help prepare for it. We'll create a contingency plan together that helps protects you from unexpected financial events and retirement surprises.

Unexpected life events can have an impact on your financial goals.

05/04/2023

A new study from Ameriprise Financial shows the impact adult children continue to have on their parents’ finances. 78% of millennials have received significant financial help from family. Before you give or request money from a relative, let’s discuss the potential impacts.

A new Ameriprise survey about millennials shows that is a question that may continue to come up during planning conversations.

05/02/2023

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy.

04/27/2023

April 27 is Teach Your Children to Save Day. What tips do you have for teaching young adults the value of saving vs. spending?

04/24/2023

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

04/21/2023

No one can accurately predict when the markets will go up or down. Let's talk about ways you can stay invested while adding a level of protection against loss --- improving your potential investment outcomes.

04/20/2023

Investors may be able to become more efficient by harvesting losses and reducing their taxes. Let’s discuss if this strategy is appropriate for your portfolio.

04/19/2023

We want clients to feel confident about their investing strategies. Let's discuss whether adding some protections against loss makes sense for your goals -- and could leave you feeling more confident.

04/12/2023

What does financial independence look like for you?

04/03/2023

Are you ready for the upcoming tax deadlines? Bookmark this page of key dates.

Review these important retirement account and tax deadlines to help you plan accordingly.