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Posts filed under: Deep Rooted Thoughts Archive

While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...
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Wow! The stock market just set a record for the longest bull market period in history. A bull market is...
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We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no...
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While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to...
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In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another...
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Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light...
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We wanted to update you on the first 100 days of the year at Oak Wealth Advisors. It has...
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– Better than nothing, but just barely… Regardless of whom our next President is, for 2017, Social Security recipients will...
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IRAs and qualified retirement plans like 401(k)s, 403(b)s, and 457(b)s are among the most tax-inefficient assets to leave your...
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The Senior Citizens Freedom to Work Act, passed in 2000, allowed seniors to continue working while receiving Social Security benefits....
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