by oakcrestuser | Oct 3, 2023 | Personal Finance
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 5, 2023 | Personal Finance
Benjamin Franklin once said, “a penny saved is a penny earned.” One way to find the money to meet your spending or saving needs is to examine your current spending habits and consider eliminating money wasters. Top Money Wasters Bargain Shopping…and its Expensive...
by oakcrestuser | Sep 1, 2023 | Personal Finance
Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it may offer some advantages....
by oakcrestuser | Aug 29, 2023 | Investing, Personal Finance, Retirement Planning
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term goals (e.g., from the sale of a business), a windfall transfer...
by oakcrestuser | Aug 11, 2023 | Personal Finance
When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask yourselves some money questions—questions that...
