by oakcrestuser | Nov 20, 2023 | Investing, Retirement Planning
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified...
by oakcrestuser | Nov 14, 2023 | Uncategorized
In a recent survey, 73% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key...
by oakcrestuser | Nov 10, 2023 | Lifestyle
For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America’s splendor than one of our over 400 National Park Service sites? For over a century, generations of retirees...
by oakcrestuser | Nov 8, 2023 | Estate Planning
You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate management?1 Here are four great reasons: Estate Strategies: They’re Not Just for the Elderly You need a will. You may ask...
by oakcrestuser | Nov 6, 2023 | Insight, Uncategorized
In this month’s video, Ryan gives us a recap of the September Markets....
