Financial Independence

In a previous blog we discussed why taking some risk and investing is important since we have to keep

In follow up to my last video and blog about Roth IRA’s, some wanted more information on the backdoor

Hey guys, Brent here with Oak Road Wealth Management. We have a lot of people asking about Roth IRA’s,

So, I’ve been having a lot of conversations with clients recently about what’s going on in Washington, why is

So, you want to retire!  You probably realize you have to have some kind of plan and that there’s

Having Access To A Retirement Plan Is a Big Deal According to the Congressional Research Service, only around half

One of the many goals of the Department of Labor’s new Fiduciary Rule is to attempt to give investors

Creators of financial products like variable annuities, structured products, market-neutral, smart beta or principal protection funds etc. want you

As of June 9th, 2017, the Department of Labor’s so-called Fiduciary Rule is here. What is the Fiduciary Rule

It’s ok to have an emotional attachment to our hard-earned money.  What I mean is, in my case, my