Oak Road

Insights

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?”

Why We Put Our Assets At Risk

Yeah, there are some crazy things going on in the world right now! So, why should we put our money at risk by owning stocks? The reality is that there are many options for where to put your money and every one of them carries a risk!

Why You Should Have A Fiduciary Financial Advisor

It’s very important that you work with a financial advisor that pledges to act as a fiduciary. You should hire a financial advisor that pledges to make recommendations that are in your best interest. That’s why working with a fiduciary is so important.

Now is the time to start a retirement plan for your company

Starting a retirement plan can be simpler and more economical than you might think. There are several different types of retirement plans to choose from, we can help you decide which type is right for you based on your company’s specific needs.