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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Calculating your potential Social Security benefit is a three-step process.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Important items to consider when purchasing condo insurance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
$1 million in a diversified portfolio could help finance part of your retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.