by oakcrestuser | Aug 11, 2023 | Personal Finance
When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask yourselves some money questions—questions that...
by oakcrestuser | Aug 8, 2023 | Personal Finance
The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here are some...
by oakcrestuser | Aug 4, 2023 | Personal Finance
In 2020, the U.S. had a record 22 million millionaires, up from 20.2 million in the previous year. An increase in personal wealth may bring greater financial flexibility; it may also bring greater liability. Individuals with high net worth, or those who are perceived...
by oakcrestuser | Aug 3, 2023 | Insight
August 2023 – Newsletter – In this issue: Personal Finance Calendar, Building Your Legacy and Retiring Earlier Than Expected? What To Know Read more IMPORTANT INFO: Securities offered through Registered Representatives of Cambridge Investment Research,...
by oakcrestuser | Aug 1, 2023 | Estate Planning, Personal Finance
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at...
