What’s New

 

We share valuable information to help keep you informed, educated, and well-positioned to pursue your financial goals.

 

 

2022-2-8 Mindful Retirement Image

Financial Planning Beyond the Market WealthGuide Workshop 

Join us and our guest speakers for sessions on estate planning, managing health insurance in early retirement through the transition to Medicare, the significance of a caregiving plan, and a market update.

October 24, 2023
4:00 – 7:30 PM

Event Details and Registration

 

Fixed Income Investment Strategies

Tax Changes and Outlook for 2024 Webinar

We will cover hot topics including economic indicators, the latest headlines, potential market impact, and what opportunities may lie ahead.

December 12, 2023
12:00 – 12:45 PM

Event Details and Registration
 

Tax time

OakWood Women's Leaders Friendsgiving

Join us as we come together to enjoy a festive meal and a fun game where everyone wins. Our financial insight will cover the pros and cons of financial gifting.

November 15, 2023
12:00 – 2:00 PM

Event Details and Registration

 

2022-2-8 Mindful Retirement Image

HSAs are a Powerful Wealth-building Tool

Learn about the tax opportunities that Health Savings Accounts (HSAs) present and how to leverage them as part of your long-term retirement plan.

HSA Expense Tracker

Replay

Fixed Income Investment Strategies

Wealth Escalators: Why Women Shouldn't Take The Stairs

Learn how to maximize your savings through investment and tax planning strategies. Whether it's not leaving free money on the table, using tax arbitrage, or revisiting past financial decisions, our goal is to provide you with actionable items.

Replay
 

Tax time

Education Planning Options and Opportunities

We covered the pros and cons of account types, education-related tax incentives, and unique opportunities to save with SAGE Tuition Rewards and Fidelity’s credit card.

Replay

Book A Meeting Icon
 

Schedule a Meeting

 

Easily select a time to meet with an advisor that works best for you.

 
Account Access Icon
 

Account Access

 

View your financial information all in one place.

 

 

 
Market Updates Icon
 

Market Updates

 

Get insights from Brad McMillan, CIO of Commonwealth Financial Network®.

 
Financial Services Icon
 

Financial Guidance

 

Read informative articles and financial tips.

 
Worksheets & Reference Material Icon
 

Worksheets & Reference Materials

 

Explore the useful financial planning resources we’ve gathered for you.

 
Calculators Icon
 

Calculators

 

Use our helpful interactive tools and estimators.