In A Nutshell
Oak Capital Advisors' blog provides entrepreneurs with straightforward and succinct guidance for business and financial success.
IRMAA is an often-overlooked Medicare surcharge that can significantly increase your healthcare expenses in retirement.
The SECURE 2.0 Act stands out as a transformative piece of legislation for both current retirees and those approaching retirement.
While this time of year is synonymous with joy and giving, the pressure to meet expectations can lead to financial stress and instability. Without clear limits in place, it can be easy to make decisions that don’t align with your values and financial goals.
Year-end is often a crucial period for proactively lowering your tax bill and taking steps to set yourself up for financial success in the year ahead. Use this year-end financial planning checklist to end 2023 on a high note and start the new year with confidence.
The new 529-to-Roth IRA transfer rule may make it easier to fund the next generation’s education by eliminating some of the previous risks involved with overfunding a 529 plan.
As you approach your golden years, healthcare planning becomes increasingly important—and often more financially challenging. While traditional Medicare offers a basic level of coverage starting at age 65, it doesn’t cover everything.
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