by oakcrestuser | Aug 25, 2023 | Healthcare, Retirement Planning
According to the AARP, an estimated 39% of Americans over the age of 50 expect to travel internationally in 2023.1 Overseas travel may be one of the more popular aspirations in retirement, but it does beg an important question: Will your health insurance coverage...
by oakcrestuser | Aug 22, 2023 | Investing
For the average investor, the financial landscape can sometimes feel like a complex maze with limited access to certain investment opportunities. However, within this realm exists a distinct category known as accredited investors. If you’ve ever wondered what...
by oakcrestuser | Aug 18, 2023 | Retirement Planning
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them “missteps” may be a bit harsh, as not all of...
by oakcrestuser | Aug 15, 2023 | Retirement Planning
Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult not to feel wrongfooted and hurried by the situation. However, it’s important to get yourself back on...
by oakcrestuser | Aug 14, 2023 | Insight
In this month’s video, Ryan discusses the downgrade of the US government by Fitch....
