Would you try climbing a glacier or rappelling without a guide?
Oak Tree Wealth Management helps families, couples and newly independent women gain confidence in and control over their financial lives. We leverage our deep expertise in financial planning to uncover our clients core values and goals.
Planning for your financial future is no small task and without the proper guidance and tools it may be difficult to keep yourself safe and on the right trail. Just as we leverage our financial acumen to help our clients, my family and I partner with highly regarded expert guides to help us plan and safely accomplish our adventures.
As a client of Oak Tree Wealth, you will be able to rest easy knowing we are dedicated to keeping up on the latest changes in the financial markets and providing you with a long term partner you can count on.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The item most homeowners forget on their home improvement project checklist is insurance.
The uncertainties we face in retirement can erode our sense of confidence.
Earnings season can move markets. What is it and why is it important?
Ascertaining the value of your business is important for a variety of reasons.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Understanding how a stock works is key to understanding your investments.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.
Even low inflation rates can pose a threat to investment returns.
Around the country, attitudes about retirement are shifting.
You’ve made investments your whole life. Work with us to help make the most of them.