7 ways you can prepare for the Unexpected financial emergency
While you can’t plan for every unexpected financial emergency, it’s reassuring to have a contingency plan to overcome or minimize […]
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
Know the risks and rewards of a supplemental executive retirement plan
A supplemental executive retirement plan (SERP) is a non-qualified employer-provided benefit typically offered to high-level employees. How, when, and what
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
A SIMPLE IRA Plan can help small business owners achieve their retirement goals
A Savings Incentive Match Plan for Employees, or SIMPLE IRA, is a retirement plan specifically for small business owners. The
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
4 creative strategies to manage your future Required Minimum Distributions (RMDs)
If you’ve built substantial savings in your tax-advantaged retirement accounts, you may become a victim of your own success. Once
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.
Don’t be intimidated by your Non-Qualified stock options – Learn the basics to realize their potential
Non-qualified stock options are a benefit often provided to employees as part of their compensation package. If you’ve received a
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