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OakWood Newsletter
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Financial Tips for Female Breadwinners
Find out reasons women often shy away from managing family finances, why this could be detrimental, and advice for female breadwinners who want to get more involved in family.
OakWood Women's Leaders
OWLs is a great opportunity for our clients to connect and learn more about financial planning and investing while having a good time.
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
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.
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.
Schedule a Meeting
Easily select a time to meet with an advisor that works best for you.
Account Access
View your financial information all in one place.
Market Updates
Get insights from Brad McMillan, CIO of Commonwealth Financial Network®.
Financial Guidance
Read informative articles and financial tips.
Worksheets & Reference Materials
Explore the useful financial planning resources we’ve gathered for you.
Calculators
Use our helpful interactive tools and estimators.