by oakcrestuser | Dec 20, 2022 | Personal Finance, Retirement Planning
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by oakcrestuser | Dec 16, 2022 | Personal Finance, Retirement Planning
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they accrued at a previous employer.2 Choice 1:...
by oakcrestuser | Dec 9, 2022 | Investing, Personal Finance, Retirement Planning
Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your old employer-sponsored retirement plan. Some people choose to...
by oakcrestuser | Nov 18, 2022 | Personal Finance
“What is your greatest retirement fear?” If you ask some pre-retirees this question, “outliving my money” may be one of the top answers. In fact, 42% of workers say they fear outliving their savings and investments.1 Retirees face greater...
by oakcrestuser | Oct 7, 2022 | Personal Finance
Research suggests that 70% of married millennial couples argue about financial decisions more than any other topic. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples work together to...
by oakcrestuser | Oct 4, 2022 | 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...
