by oakcrestuser | Sep 29, 2023 | Healthcare, Insurance
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage. Have you switched doctors, or is your doctor no longer...
by oakcrestuser | Sep 26, 2023 | Education Planning
It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2021 report, the College Board showed that in-state tuition and fees at public four-year institutions increased by 9% in inflation-adjusted dollars between the 2011-12 and...
by oakcrestuser | Sep 22, 2023 | Education Planning
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 | Sep 19, 2023 | Personal Finance
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to...
by oakcrestuser | Sep 15, 2023 | Insurance
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...
