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OakWood Newsletter
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WealthGuide Workshop
We will discuss the potential Impact of politics on the markets and current tax code opportunities. Cocktail hour and desserts will be served.
Tuesday, June 13th
OakWood Women’s Leaders Paint, Sip & Plan
Enjoy a special wine tasting and discover the art of balancing retirement enjoyment and financial security.
Thursday, July 25th
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.