Thanksgiving weekend is my favorite holiday. Beyond the togetherness of family and friends, beyond the amazing homemade comfort food heaped on…
As someone who embraces libertarian philosophy, I wish I could say I was truly moved by Ayn Rand’s seminal novel “Atlas Shrugged.” The nearly …
The passing of a loved one is, of course, always a difficult period. A large part of my team’s practice is helping clients prepare their estat…
ABLE accounts are specially created tax deferred accounts created to enable individuals with disabilities to accumulate funds to be used to be…
Tracy, my wife, said she wanted to leave early for 5:30 mass, she wanted to go to the furniture store because she was thinking about getting s…
Friday came, the 7:30 a.m. hour approached. I waited by the little TV in the kitchen, green smoothie in hand. With the enhanced COVID unemploy…
An attorney friend of mine provided a unique gift to my family recently, after he received my son’s high school graduation announcement. The i…
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I’m a big fan of Marvel movies, and I really like my Disney Plus. One of the new streaming series is called “What If.” The series takes critic…
Over the past nine months, one of the largest concerns of clients and investors I talk to has involved the potential tax changes associated wi…
Roth options in 401(k) plans are becoming more widely available with many employers. The decision to use a traditional 401(k) or a Roth 401(k)…
Should I retire before the mortgage is paid off? Definitely one of the top five retirement questions my team deals with in the practice.
The financial planning software we use for building and adjusting models of the future financial outcomes of clients and prospective clients o…
While epidemiology is fascinating, I never signed up for this pastime. Yet, in order to be an effective investment strategist over the past 20…
With back-to-school expenses, August is a generally expensive and financially stressful month for most parents. When the kids get to college a…
We are now about halfway through second quarter “earnings season” when companies with stocks listed on U.S. exchanges report their quarterly r…
When it comes to the federal government it seems like it's all bad news all the time. The 24-hour news channels have obviously discovered it's…
Market action week was a bit of a wakeup call for investors who may have gotten complacent during the sustained summer rally we are enjoying. …
As the dad of a high school senior this year. We are smack dab in the middle of “open house season” as it is being called in our house. I am e…
Occasionally financial markets just make sense, which is how I was feeling through the late spring and early summer. The Fed and the federal g…
In my practice, clients have been dealing with an expected planning issue that is occurring with more and more frequency. The issue is Medicar…
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Often 401(k) plan balances can be left behind, but sometimes they can’t.
I ordered, and paid for, a new garage door in the first week of February this year. The garage door was finally supposed to be delivered last …
Three Floyds Dark Lord Day may end up being one of many permanent changes resulting from the COVID-19 crisis. The event was postponed in 2020 …
Although the work my team at Oak Partners does is mostly concentrated with clients in their mid-50s to mid-70s, we do work throughout the age …
I am proud to be a Purdue grad. The institution has served me and my family exceptionally well. From my Mom before me, to my daughters after m…
Currency valuation, in this case the relative value of the U.S. dollar, has implications across the economy and markets. Despite the importanc…
The husband and wife are one of our best client families. Owners of a successful small business that was sold with excellent timing, they know…
