Articles of Interest
Is Now the Time to Buy or Refinance?
Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries.
An easy to use electronic or printable worksheet for current expenses and income.
A resource that provides information on industry terms.
All the numbers and information for 2019 and 2020 in an easy to reference place.
Your Key Information
Organize and provide loved ones with necessary information in easy-to-use worksheets.
What, Why and When to Shred
Helpful information on documents to shred and see what should be saved and for how long.
OakWood Financial Services 190 Linden Oaks, Suite A, Rochester, NY 14625 (Mailing address)•26 East South Street, Geneseo, NY 14454 | P585.787.6870 | F585.267.7189