7 Frequently Asked 529 Plan Questions
My last blog post, “Know the rules when using a 529 plan,” received a lot of feedback, so I decided to […]
529 Plan Rules: Complete Guide to Qualified Expenses and New Roth IRA Rollovers
Whether you are trying to save for elementary, secondary, or post-secondary education, a 529 Plan is still the best game
Your Emergency Fund Moves You Forward
I always stress the importance of having an emergency fund at every opportunity. You can have the best intentions and
7 retirement savings blunders you need to avoid
Sometimes, life and your judgment get in the way of your retirement savings. You’re in a dilemma, need some cash,
How Much will Your Retirement Rely on Social Security?
The Social Security Administration (SSA) assumes your Social Security benefit will only replace 30% of your annual pre-retirement earnings. Even
5 Steps to Improve your Cash Flow Now and in Retirement
You’ve diligently contributed to your retirement plans for 30+ years. Hopefully, you had the opportunity to open a Roth IRA,
The Backdoor Roth IRA: Sneak into the benefits
The backdoor Roth IRA is an excellent conversion strategy that allows you to contribute to a Roth even if your
All Dressed Up and Ready to Go: Our Brand New Website Design
Hello friends, and welcome to the official rebranding of Great Oak Wealth Management! We’ve been working hard over the past