by oakcrestuser | May 26, 2023 | Lifestyle, Retirement Planning
We want to take a moment to thank our seniors for their incredible contributions to our communities and our economy. From building successful careers to raising families, older Americans have made a lasting impact on our world. Happy Older Americans Month! IMPORTANT...
by oakcrestuser | May 19, 2023 | Lifestyle, Retirement Planning
This May, let’s encourage our elderly loved ones to get involved and give back. From volunteering at a local organization to joining a social group, there are so many ways to connect and make a difference. Let’s spread joy and positivity this Older...
by oakcrestuser | May 16, 2023 | Investing, Personal Finance, Retirement Planning, Uncategorized
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it...
by oakcrestuser | May 12, 2023 | Lifestyle, Retirement Planning
One of the best ways to support our seniors is to encourage them to stay active and healthy. Whether it’s taking a daily walk, practicing yoga, or trying a new hobby, staying active can have a big impact on overall health and happiness. IMPORTANT INFO:...
by oakcrestuser | May 9, 2023 | Personal Finance, Retirement Planning
The federal estate tax threshold rose to $24.12 million in 2022 for married couples and $12.06 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025. Barring...
by oakcrestuser | May 5, 2023 | Lifestyle, Retirement Planning
May is Older Americans Month, and we want to take a moment to recognize the incredible contributions of our seniors. From sharing wisdom and experience to staying active and engaged, older Americans have so much to offer our communities. IMPORTANT INFO: Securities...
