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Latest Insight Videos
May 2024 OakCrest Insight
This Month's Insight Video In this month’s video, Ryan talks through mistakes his team has seen over the last year to help you avoid them when planning for your estate plan
April 2024 OakCrest Insight
This Month's Insight Video In this month’s video, Ryan recaps and highlights key items in the first quarter of 2024, and discusses items to think about regarding your taxes
Feb 2024 Client Video
In this month’s video, Ryan talks about interest rate expectations over the next 1-2 years and how this will affect clients' borrowing costs and bank account rates.
Latest Insight Newsletters
Understanding Marginal Income Tax Brackets
May 2024 - Newsletter - In this issue:Retirement Seen Through Your Eyes, Understanding Marginal Income Tax Brackets, Catch-Up Contributions, 9 Facts About Retirement Read more
Pullbacks, Corrections, and Bear Markets
May 2024 - Newsletter - In this issue: Pullbacks, Corrections, and Bear Markets, Traditional vs. Roth IRA, Tax Efficiency in Retirement, and Does Your Child Need to File an Income Tax Return? Read more
Personal Finance Calendar
April 2024 - Newsletter - In this issue: Personal Finance Calendar, How Will the Economy React to AI, Starting a Roth IRA for a Teen, and How to Make the Tax Code Work for You.. Read more
Other Articles
Orchestrating Your Retirement Accounts
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement strategy. The typical retirement...
Assess Life Insurance Needs
If your family relies on your income, it's critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according to a 2023 study conducted by Life...
How Retirement Spending Changes With Time
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households "live it up" and spend more than they anticipate as retirement starts to unfold....
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