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Posts filed under: Deep Rooted Thoughts Archive

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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When it comes to retirement spending, everyone wants a simple rule for how much of their savings they can safely...
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Ideally, wealth creation would proceed on a path of steady growth.  However, investment risks exist which require patience, conviction, and...
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Changes in longevity require changes in our expectations about retirement savings. In the early 1900s, the average life expectancy of...
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As most people know, Oak Wealth Advisors does not invest based on predictions.  Instead, we focus on disciplined investing which...
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Accountability is important. It is for this reason we have been disappointed by the media’s failure to hold their “experts”...
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Everyone would prefer the investment markets to make consistent gains without any periods of negative performance.  Unfortunately, that is not...
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