by oakcrestuser | May 23, 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 19, 2023 | Lifestyle, Retirement Planning
This May, let’s encourage our elderly loved ones to get involved and give back. From volunteering at a local organization to joining a social group, there are so many ways to connect and make a difference. Let’s spread joy and positivity this Older...
by oakcrestuser | May 16, 2023 | Investing, Personal Finance, Retirement Planning, Uncategorized
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it...
by oakcrestuser | May 12, 2023 | Lifestyle, Retirement Planning
One of the best ways to support our seniors is to encourage them to stay active and healthy. Whether it’s taking a daily walk, practicing yoga, or trying a new hobby, staying active can have a big impact on overall health and happiness. IMPORTANT INFO:...
by oakcrestuser | May 9, 2023 | Personal Finance, Retirement Planning
The federal estate tax threshold rose to $24.12 million in 2022 for married couples and $12.06 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025. Barring...
