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