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 a 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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
An increasing number have been developed to help individuals with their personal finances.
What kind of auto insurance should you have? Do you know?
An inside look at how marginal income tax brackets work.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Recent changes in estate tax laws could affect the strategy you have in place.
What is your plan for health care during retirement?
Do you have causes that you want to support with donations? Here are three tips.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.