Spring 2023
What is all this talk about the feds these days, Jack DeHaven
Secure Act 2.0, Jeff Hadt
Once in a lifetime, Marc Ruiz
Docusign, Morgan Ericksen
Your Comfort Blanket, Nick Scheumann
Mobile Payment Methods, Shane Crist
News and Annoucements, Crystal DeHaven
And More...
Winter 2023
What is all this talk about the feds these days, Mario Ruiz
Secure Act 2.0, Jeff Hadt
Once in a lifetime, Marc Ruiz
Docusign, Morgan Ericksen
Your Comfort Blanket, Nick Scheumann
Mobile Payment Methods, Shane Crist
News and Annoucements, Crystal DeHaven
And More...
Autumn 2022
Separating Emotion from Strategy,
Mark VandeVelde
Knowing your timeline,
Mike Marshall
Make your 529 Contribution before the end of the year,
Bridget Shoemaker
Uncertainty,
Mike Barancyk
And More...
Summer 2022
A Way to Hedge Inflation with Bank Assets
Stacey Fargo
The intangible reasons for Oak Partners Events
Nick Scheumann
The Anatomy of Inflation
Marc Ruiz
And More...
Winter 2022
Why Are Market Pullbacks Healthy
Mark VandeVelde
4 Reasons Estate Planning Is So Important
Andy Smith
When does it makes sense to do a Roth Conversion?
Mike Hadt
And More...
Fall 2021
Spreading Joy
Stephanie Hescher
Don't Pay Off Your Mortgage Early
Adam Sipes
An Option For Every Client
Nick Scheumann
And More...
Summer 2021
What is a Gift Tax?
Bridget Shoemaker
Die with Zero
Stacey Fargo
Don't Panic During Market Volatility
Mark Vandevelde
And More...
Spring 2021
Start the Financial Discussions Early
NICK SCHEUMANN
Our Number One Priority
LISA BATCHELDER
Is My Social Security Taxable?
SHANE CRIST
And More...
Winter 2021
Death & Divorce
JOE STARKEY
Thank You, Tina! (and FOMO)!
MARK VANDEVELDE
Why You Shouldn't Buy a Car in Cash
ANDY SMITH
And More…
Autumn 2020
Being Independent
NICK SCHEUMANN
Your Retirement's Biggest Risk
STEVE KAVOIS
Shut Out the Noise and Think Long Term
JOE STARKEY
And More…
Summer 2020
Issue Highlights:
Should I Be Investing Now
SHANE CRIST
Finding the Silver Lining
STACEY FARGO
We Miss You Too!
JOE STARKEY
And More...
Spring 2020
Issue Highlights:
Your Comfort Blanket (Asset)
NICK SCHEUMANN
At Your Service
JESSICA WOTHERSPOON
Sticking to the Plan
MIKE MARSHALL
And More...
Winter 2020
Issue Highlights
Important Required Minimum Distribution Changes in 2020
MARK VANDEVELDE
The Foundation of Service
JESSICA DOWELL
Casual for a Cause
SUE SHOEMAKER
And more...
Fall 2019
Issue Highlights
- A Strategy for Every Client
- Protecting Yourself
- Have you created your My Social Security account yet?
- Bet on Businesses
- Life Insurance
- Age is but a Number
- Should I Refinance?
- Economics of Climate Change
Spring 2019
Issue Highlights
Happiness Is Contagious
Stephanie Herscher
The Only Thing Certain is Death and Taxes
BY MIKE BARANCYK
Should I Profit from Things I Don’t Agree With?
MARK VANDEVELDE
Trustee of your Trust
MARC RUIZ
and more...
Winter 2019
Issue Highlights
Social Security Strategies and Your Retirement
by Bridget Shoemaker
How Are You Impacted by Tax Reform?
Steve Kavois
Staying Balanced and Focused
Joe Starkey
and more...
Autumn 2018
Issue Highlights
Social Security Isn’t Dying
by Andy Smith
Avoid Adding Emotional Risk to your Portfolio
Joe Starkey
Why You Want a Retirement Plan in Writing
Mike Barancyk, AIF®
and more...
Summer 2018
Issue Highlights
New Medicare Cards Coming Soon
by Bridget Shoemaker
Great Recession 2.0?
Steve Kavois
Considering Healthcare Costs
Brett Hill
The Investment Rollercoaster
Mario Ruiz
and more...
Spring 2018
Issue Highlights
Social Security Isn’t Dying
by Andy Smith
Avoid Adding Emotional Risk to your Portfolio
Joe Starkey
Why You Want a Retirement Plan in Writing
Mike Barancyk, AIF®
and more...