In A Nutshell
A financial advice blog for forward-thinking entrepreneurs and aspiring retirees
Discover the answers to all of your exit, tax, and retirement planning questions. Oak Capital Advisors’ blog provides entrepreneurs with straightforward and succinct guidance for business and financial success leading up to and during retirement.
Have a question you don’t see addressed here? Send us a note!
Recent Articles
Shaping vs. Creating – A Plan For Your Business
When we talk about planning for the future, we often talk creating a plan. The idea of creating something as big as a plan for
Are you safe in the hands of financial advisors?
Did you know?If you hire a brand-name advisor, they are most likely accountable to the shareholders of their company. That means they need to focus
Kids learn their money values from you. Have the hard conversations with them.
Money conversations can be hard. Have them anyway. If you really want your children to have good financial habits in the future, you can’t afford
Is Concierge Medicine Worth The Cost?
Over the years, we have found that there are elements of your life that are more important than money. These elements – Physical Health, Relationship
Is Retiring Abroad the Best Choice For You?
More Americans are leaving the U.S. to chase retirement dreams abroad than ever before. Though it’s hard to estimate the exact number of expat retirees,
You Should Freeze Your Child’s Credit. It’s Not Hard. Here’s How.
Thanks to a recent new Federal Law, the Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018, anyone from an infant to your great-grandmother
Take the guess-work out of your retirement plan.
Contact us for a free retirement assessment to streamline your path to retirement.