by oakcrestuser | Nov 14, 2022 | Insight - Newsletter
November 2022 – Newsletter – In this issue: Retirement Seen Through Your Eyes, Mutual Funds vs ETFs and The A, B, C, & D of Medicare Read...
by oakcrestuser | Nov 14, 2022 | Insight - Video
https://youtu.be/Szm8481SJ8M In this video Ryan highlights how higher interest rates now are benefiting clients for their bank, CD and other conservative money compared to the past 10 years....
by oakcrestuser | Nov 11, 2022 | Holiday
On November 11, we honor the bravery and sacrifice of those who have served America in the armed forces. It is also a time to appreciate the commitment of our active military personnel and their dedicated families. Let us honor their courage. This Veterans Day, I hope...
by oakcrestuser | Nov 8, 2022 | Insurance
Vacation home sales rose 57.2% year-over-year by June 2021, much higher than the 20% increase in existing home sales.1 When it comes to insuring your second home, you may find that the coverage you need is quite different from what you have on your primary home. The...
by oakcrestuser | Nov 1, 2022 | Retirement Planning
A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident.1 In 2001 congress passed a law that can help older workers make up for lost time. But...
