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
03/05/21
How a SIMPLE IRA Plan can help the small business owner achieve their retirement and business goals
A Savings Incentive Match Plan for Employees, referred to as a SIMPLE IRA, is a retirement plan specifically for small business owners. The SIMPLE...
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02/05/21
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 impact retirees in many...
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01/15/21
4 creative strategies to manage your future Required Minimum Distributions (RMDs) before they cost you precious retirement dollars
If you’ve built substantial savings in your tax-advantaged retirement accounts, you may become a victim of your own success. Once you begin...
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12/04/20
Postnuptial: Tackling wealth conversations with your spouse after your wedding day
Over the course of your marriage, your wealth will evolve. As future goals become your reality, your perspective on your wealth will shift. Before...
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10/30/20
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 grant, there...
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09/25/20
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 you reach the point in your financial...
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08/28/20
A Dynasty trust is a powerful way to protect your wealth and provide for your heirs
If you would like to provide for multiple generations of heirs, one of the best options to achieve that goal is through a Dynasty trust. Gifting...
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07/31/20
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 are benefitting from the TCJA’s...
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06/26/20
7 financial tips for recent college graduates
Finding your way after college is stressful — it’s the start of your career, with new financial responsibilities and endless opportunities....
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