Gillian McCarthy, CFP®, Author at Great Oak Wealth Management

Choose Wisely: Navigating Medicare Supplemental Insurance via Medigap and Medicare Advantage

Healthcare-related costs are the elephant in the room for retirees, how do retirees over 65 pay for healthcare-related costs? Medicare […]

We are officially in the swing of gift-giving season! Mastering financial gift strategies is a blend of art and science.

Young professionals have a steep learning curve when it comes to finances. When meeting with clients no longer in the

Life insurance serves the purpose of protecting your family and heirs against the inevitable risk of death. It sounds morbid,

Saving for your child’s future education is a significant undertaking. While we can’t predict your child’s future, one way to

Our current clients understand the value of regular financial planning and know the answer posed in the blog title is

Within the risk management section of your financial plan, we document how you will handle inevitable and unexpected risks. You

Financial planning is a part of the union of marriage and the dissolution of marriage. Unfortunately, the financial ramifications of

Series I bonds hold a unique position within one’s portfolio. With restrictions on where and how much can be purchased,

Many different types of retirement savings accounts may be available to you throughout your career. While there are many similarities