In A Nutshell
Oak Capital Advisors' blog provides entrepreneurs with straightforward and succinct guidance for business and financial success.
Post-Tax Season Money Moves: Proactive Strategies to Reduce Next Year’s Tax Bill
If you were caught off guard by your tax burden this year, now can be a great time to take steps to proactively reduce next year’s tax bill.
How Will the Future of Social Security Affect Your Retirement Plan?
April is National Social Security Month. With the future of Social Security in question, financial planning will become increasingly important for those seeking a secure retirement.
5 Tips for a Smooth 2023 Tax Season
The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next month. Here are five steps you can take to help ensure the process goes as smoothly as possible this year.
Emotional Investing Part 2: The Costs of Investing Emotionally
In Part 1 of this two-part blog series, we examined why investors are hardwired for emotional investing. In Part 2, we’re sharing some of the potential costs of investing emotionally—and how you can avoid them.
Emotional Investing Part 1: Why Investors Behave Irrationally
Enduring the fluctuations of the market can be challenging, even for the most seasoned investors. Indeed, most of us know by now that staying the course is prudent—especially during periods of discomfort. Yet doing so may be easier said than done.
5 Estate Planning documents Everyone Needs
There are certain estate planning documents everyone should have, regardless of their age, stage of life, or net worth.
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