by oakcrestuser | Oct 27, 2023 | Retirement Planning
Expectations vs. Reality Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as they assumed. But,...
by oakcrestuser | Sep 8, 2023 | Retirement Planning
Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal government. It is...
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 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 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...
