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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Simple steps may help you foil hackers and protect your privacy.
Five creative (and inexpensive) ideas for motivating your employees.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Six overlooked tax deductions to help manage your tax bill.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate conservation is too important to put off. Do you have a smart exit strategy?
Taking your Social Security benefits at the right time may help maximize your benefit.