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.
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Recent Articles
Is a Living Trust Right For You?
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Taking A Loan From Your Retirement Plan = Bad Idea
Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that, because these loans are not only risky but injurious to
Will Your Children Receive a Fair Share of Your Wealth?
Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you
Can I Name A Minor As My Beneficiary?
Naming a minor as beneficiary brings up a major concern. If parents or grandparents make a child a primary or contingent beneficiary of an insurance
Should You Pay Off Your Mortgage?
To pay or not to pay…that is the question. It sounds good, right? Pay off the mortgage and suddenly you have no more monthly payments,
The Top Ten Reasons Not To Plan For Retirement – A Different Kind Of Top Ten List
Reason #10: “I’m too busy” I can’t tell you how often I hear this explanation. So many people want to plan for a better retirement,
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