As fee-only CERTIFIED FINANCIAL PLANNER®, professionals we at Great Oak Wealth Management do not sell life insurance. Our objectivity gives us a...
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04/06/21
12/15/17
10 of the Best Resolutions to Improve Your Finances in the New Year
The new year is fast approaching, a favorite time to set goals to improve your physical and mental well being. But have you thought about your...
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05/05/17
Relieve the Burden and Financial Stress with Long-Term Care Insurance
Retirement is about doing what you want, such as traveling, spending time with grandchildren, or enjoying hobbies, when you want. There may come a...
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11/11/16
Your Kids Don’t Need Life Insurance
Let’s not beat around the bush, in most cases, purchasing life insurance on your children’s lives is a waste of money. It’s easy to...
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05/13/16
How Much Life Insurance Do You Really Need?
Most people know they need life insurance, but don’t know how much. If you have loved ones you want to protect in the event of your untimely death,...
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01/11/16
Why You Need Disability Insurance
Disability insurance, now there’s a riveting topic. No, it’s not exciting or flashy, but it is necessary. Don’t think it’ll ever happen to...
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10/21/15
5 Must-Do Moves to Protect Your Family & Finances
When it comes to financial planning, many times it’s the simple tasks that have the greatest impact. They take little time or effort, yet I’m...
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10/01/15
Save for health insurance if you Plan to retire before age 65
For many, the dream is to retire young. Unfortunately, even if you think you’re doing a great job saving for retirement unless you have retiree...
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09/16/15
Your Advisor Should be a fiduciary
Unsure what fiduciary means? That’s OK, most people don’t, but I aim to fix that. Believe it or not, there are different standards of care...
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