by oakcrestuser | Jun 9, 2023 | Estate Planning, Personal Finance
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with the assets you choose...
by oakcrestuser | Jun 6, 2023 | Personal Finance
IMPORTANT INFO: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and...
by oakcrestuser | Jun 2, 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...
by oakcrestuser | May 30, 2023 | Personal Finance
IMPORTANT INFO: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and...
by oakcrestuser | May 26, 2023 | Lifestyle, Retirement Planning
We want to take a moment to thank our seniors for their incredible contributions to our communities and our economy. From building successful careers to raising families, older Americans have made a lasting impact on our world. Happy Older Americans Month! IMPORTANT...
