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Posts filed under: 2015 Deep Rooted Thoughts

The Senior Citizens Freedom to Work Act, passed in 2000, allowed seniors to continue working while receiving Social Security benefits.  This Act permitted Social Security benefits planning strategies that helped couples maximize their retirement income benefits.  These strategies were tied...
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When it comes to retirement spending, everyone wants a simple rule for how much of their savings they can safely spend every year.  For some, the goal is simply to not run out of money before they run out of...
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Ideally, wealth creation would proceed on a path of steady growth.  However, investment risks exist which require patience, conviction, and discipline in order for financial goals to be achieved.  While stock market volatility is expected, bond investing is traditionally considered...
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Changes in longevity require changes in our expectations about retirement savings. In the early 1900s, the average life expectancy of a newborn American was about 50 years. In 1933, the year that Social Security was introduced as part of F.D.R.’s...
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As most people know, Oak Wealth Advisors does not invest based on predictions.  Instead, we focus on disciplined investing which leads to greater stability and wealth creation.  We also try to keep our clients well informed and want them to...
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