How to Fortify Your Finances as First-Time Parents
As my husband and I recently learned, no singular piece of advice truly prepares you for your first baby. It […]
Avoid the most common blunders in your rental property tax planning!
Investment properties diversify your portfolio but also add a layer of complexity to your finances. Ownership structure options, depreciation, and
FIRE movement, is it right for me?
The FIRE movement is a trend that has gained significant traction in recent years. The traction is primarily thanks to
Use it or lose it: Spousal lifetime access trust (SLAT)
A crucial and sometimes overlooked part of your financial plan is estate planning. The complexity of your estate plan will
Is converting your term insurance the right answer?
As fee-only CERTIFIED FINANCIAL PLANNER®, professionals, we at Great Oak Wealth Management do not sell life insurance. Our objectivity gives
Using net unrealized appreciation (NUA) to reduce your taxes in retirement
Failing to prepare a comprehensive tax strategy is a quick way to turn your retirement into a not-so-rosy picture. Taxes
Postnuptial: Tackling Wealth Conversations After Your Wedding Day
Throughout your marriage, your wealth will evolve. As future goals become your reality, your perspective on your wealth will shift.
Giving via a donor-advised fund: Is it right for you?
Being in the position to be able to use your financial resources to give charitably is a beautiful thing. Once
Follow the Roth IRA distribution rules and reap the rewards
Several relevant provisions of the Tax Cuts and Job Act (TCJA) are on track to expire in 2025. Taxpayers today
Estate Planning before a loss in four steps
Money is one of the last things you want to think about after the loss of a loved one. To