Oak Road

Insights

Changing jobs? Here’s what to do with your old 401k

Changing jobs can be exciting, stressful and sometimes unexpected. And with the change you’ll have a lot to think about. What is the new work environment going to be like? You’ll be forming new work relationships, you might have new travel expectations, you’ll need to sign up for benefits, etc.

Your 401k Plan Might Cost Way More Than You Think!

Your 401k Plan Might Cost Way More Than You Think! I know how busy you are. Digging into the details of your company’s 401k plan probably isn’t at the top of your list, and I get it.

Does Your Financial Advisor Really Have Your Best Interests In Mind?

You’re probably thinking, well, of course they do! Investment Advisor Representatives (IARs) vs. Financial professionals use a lot of different titles, and it can be really confusing (this is partially on purpose).

Hey Real Estate Agents, You Need Your Own Retirement Plan!

According to the Congressional Research Service, only about half of full-time employees at small companies have access to a retirement plan—and even fewer part-time and 1099 workers do.

Goals Based Financial Planning

So, you want to retire? Having a plan—and knowing when you’re truly ready—is key.

Why it’s Important to Have an Investing Process

Clients are asking about market volatility and how it may affect their money. While uncertainty is high, it’s always part of the market.

What is goals based financial planning?

Many small business, part-time, and 1099 workers lack access to retirement plans.

Process saves us from the poverty from our intentions.

I recently heard a powerful quote from Seth Godin: “Process saves us from the poverty of our intentions.”

Will stocks increase forever?

With markets at all-time highs, many are asking: “Should we take some money off the table?”