One Oak Wealth Management
Category
General Information
Locality: Irvine, California
Phone: +1 949-333-0318
Address: 4 Park Plaza, Suite 770 92614 Irvine, CA, US
Website: oneoakwm.com
Likes: 15
Reviews
Facebook Blog
LPL has released this week's market commentary. Read it here: https://hubs.la/H0M5Z4J0 #MarketUpdate
Your health can change in an instant, and it can have serious effects on your life, your family and your finances. Learn how you can preserve your wealth even through a chronic disease: https://hubs.ly/H0M9G2K0 #AmericanStrokeMonth #TipTuesday
This Memorial Day, we honor those who have served and sacrificed for our great nation.
Happy #529CollegeSavingsDay! If you are a grandparent interested in helping send their grandchild to college, this is what you should know: https://hubs.ly/H0M9GLr0
Happy Mother's Day to all of the amazing moms in our life!
This week's market commentary has been released! https://hubs.la/H0M5Z4K0 #MarketUpdate
3 Things Single Parents Should Know When Saving For Their Child's Education: https://hubs.ly/H0M9Gkg0 #FridayFact
Check out the latest market news: https://hubs.la/H0M5ZF70 #MarketUpdate
In case you missed it: 5 Investment Considerations for Small Business Owners https://hubs.ly/H0M9G260 #FridayFact
Being a single parent is challenging, and the added stress of saving for your child's education can be even more challenging. Learn about some of the programs and resources available to you: https://hubs.la/H0M9Gm80 #TipTuesday
You can count on One Oak Wealth Management and LPL to bring you the latest market news: https://hubs.la/H0M5Z4H0 #MarketUpdate
During #SmallBusinessMonth, we want to help you understand all of the investment options available to you as a small business owner. Learn about the top 5 considerations you should know about: https://hubs.ly/H0M9Gj-0 #TipTuesday
Tax deadlines were changed for 2020 due to COVID-19 and wildfires, however, they are expected to maintain their regular schedule in 2021. Here are three tips to help you prepare for tax season this year: https://hubs.la/H0C-sTc0 #TipTuesday
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr. and his contribution to equality and justice.
New Year's Resolution Tip of the Week: Review Expenses and Create a Realistic Budget! Once you know your expenses (all of them) you'll be able to identify where you can cut down so you can set a realistic budget for yourself. #FridayFact
Want to learn more about the markets this week? https://hubs.la/H0CQhCH0 #MarketUpdate
The holiday season has come and gone, but tax season is just starting to ramp up - and that means that tax identity theft is on the rise. Learn how you can protect yourself this year: https://hubs.la/H0C-sTl0 #TipTuesday
Happy Birthday Ross! Ross is the founding member of the One Oak team, and obviously a huge part of who we are today. Thank you for all you do Ross, enjoy your big day!
Social Security benefits can be a complex subject to understand. Read on to learn the basics of spousal and survivor benefits and if you are eligible for these benefits. If you are trying to determine your social security collection strategy, reach out to us and we can run an analysis for you!
Happy Labor Day weekend! Let's take the time to acknowledge the hard work of all the men and women across the country. We hope you have a fun filled and safe weekend with your family and friends!
There are few things scarier to an investor than bear markets. Test your knowledge of the darker side of stocks with this eight question quiz: https://www.kiplinger.com//T038-S003-the-bear-m/index.html
#Springcleaning is just around the corner, so while you clean up at home, make sure you also take the time to organize your #FinancialFuture! Get in touch with us today to help guide you towards your #Financial #Goals. #TuesdayThoughts http://bit.ly/38kQ9Mq
A new report found that only 16% of #Millennials qualify as "financially literate." It is imperative that we highlight the importance of #financialplanning and #financialliteracy amongst the youth. Get in touch with us to help you plan out your future! https://yhoo.it/2VoT4Rm
The SECURE Act is the most significant legislative action impacting our retirement system in more than 10 years. Take a look at some of the biggest changes that might affect you: http://bit.ly/2Pnd6rN
Thank you @Forbes for a Financial Planning Guide with helpful information involving #RetirementPlans #IncomeTax #TaxDeductions #StudentLoans & #FinancialPlanning. Get in touch with us if you would like more info on these subjects! http://bit.ly/3bK9KIZ
The longest continuous spaceflight for a female astronaut was just completed! Could you handle 11 months in space? Welcome back #ChristinaKoch ! #NASA #328days http://bit.ly/2HfAUJp
As we start the second week of Black History Month, it is important to highlight and honor great historical figures like Rosa Parks. Take a look at the article below to learn more about this great American activist: http://bit.ly/2H7vvEi
Tax season is upon us! 4 Questions to Ask Your Accountant Before You File Your Taxes... http://bit.ly/2Sjzm6o
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