Blue Oak Wealth Management

Nobel-prize-winning investment research.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

After you leave works, what will your life look like? Organize your thoughts with the help of this piece.

Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy

Where will your retirement income come from? Do you know all the choices available?

Financial security in retirement doesn’t happen by accident. Planning for a financially independent retirement involves more than just putting money away into a savings account and choosing the hobbies you plan to take up. Keep these six questions handy for the next few years as you start to think more seriously about what you want your retirement to look like. www.blueoakwealthmanagement.com

You can help ensure that losing your wallet doesn't turn into something bigger.

There are benefits and limitations when using a living trust. #LivingTrust

Good Vibes. Bigger goals. Better experiences. More happiness. Stronger relationships. ... More focused than ever. www.blueoakwealthmanagement.com

You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor

College, kids and costs.

Many pre-retirees can become focused on the ideal retirement, but turning that dream into a reality can be tricky. Here are a few retirement realities to help clients manage their expectations while maintaining optimism for the future. www.blueoakwealthmanagement.com

Social Security plays an essential role in your retirement strategy. But, don't forget, the amount you'll receive depends on the age at which you file. You can start claiming benefits as early as 62, but you'll receive a bonus each month you pass your full retirement age. #wealthmanagement #financialplanning #retirement #legacyplanning #socialsecurity #401

Do retirees actually "outlive" their money? Generations ago, as people retired, many did live in dire straits, sometimes down to their last dime, which led to Social Security creation. Today, Social Security is still around and a joint supplement to one’s retirement strategy. True, health crises can sometimes impoverish retirees, but working with a financial professional can prepare you for hard-to-anticipate expenses. Call today! (559) 326-2583 www.blueoakwealthmanagement.com #wealthmanagement #financialplanning #retirement #legacyplanning #socialsecurity #401

Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

When you’re part of a couple, you make financial decisions together. That’s especially true for the critical decision about when to start collecting Social Security benefits, which can mean a lot of money over many years. Learn more!

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams

Considering crowdfunding? Take time to do the research first. #Crowdfunding

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

"History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient." -David Booth www.blueoakwealthmanagement.com

Consider a bucket plan to go with your bucket list.

A phased retirement program can help employers address workforce issues and help employees make a smooth transition, and it should include education and advice.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

No matter what your age, focus on the goals ahead. The key is to take action, and the earlier, the better.

Tax freedom day: the day you begin earning money for yourself. #TaxFreedomDay

The ubiquitous generation is redefining life’s ‘third age’ would you expect anything else?