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Award Winning Special Needs Financial Planning Firm*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
Contact • Locations
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Posts filed under: 2015 Deep Rooted Thoughts
Deep Rooted Thoughts Archive
2015 Deep Rooted Thoughts
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End of the Road Coming for Social Security Strategies
by
Oak Wealth Advisors Team
November 7, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
,
The Special Needs Advisory
0
The Senior Citizens Freedom to Work Act, passed in 2000, allowed seniors to continue working while receiving Social Security benefits....
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What retirement spending rate is safe?
by
Oak Wealth Advisors Team
October 19, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
When it comes to retirement spending, everyone wants a simple rule for how much of their savings they can safely...
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Calming Fears About Rising Interest Rates
by
Oak Wealth Advisors Team
September 18, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Ideally, wealth creation would proceed on a path of steady growth. However, investment risks exist which require patience, conviction, and...
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The Longer Investment Horizon
by
Oak Wealth Advisors Team
March 25, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Changes in longevity require changes in our expectations about retirement savings. In the early 1900s, the average life expectancy of...
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15 Thoughts for 2015
by
Oak Wealth Advisors Team
February 9, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
As most people know, Oak Wealth Advisors does not invest based on predictions. Instead, we focus on disciplined investing which...
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