by oakcrestuser | Dec 2, 2022 | Retirement Planning
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Keep in mind that...
by oakcrestuser | Nov 29, 2022 | Retirement Planning
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can feel daunting. When it comes to your health, Medicare may be...
by oakcrestuser | Nov 22, 2022 | Holiday
Thank you for supporting our small business through the trials of this year. We are grateful for your loyalty and wish you a very Happy Thanksgiving! Our gratitude goes out to you and your family this Thanksgiving. Thank you for your business in 2022!
by oakcrestuser | Nov 18, 2022 | Personal Finance
“What is your greatest retirement fear?” If you ask some pre-retirees this question, “outliving my money” may be one of the top answers. In fact, 42% of workers say they fear outliving their savings and investments.1 Retirees face greater...
by oakcrestuser | Nov 15, 2022 | Medicare
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 36% and is expected to reach 94.7 million in 2060. As our nation ages, many...
