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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Life insurance proceeds are generally tax-free. But not in all cases.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.