With Oak Partners’ new St. John office currently under construction, Wealth Advisor Xavier Reed is excited to be one of the staff members to get the new location up and running when the office is completed in a month. Reed became a certified...
It’s been 44 years since my alma mater, Purdue University, made it to the Final Four of the NCAA Men’s Basketball Tournament. So long, that I, of course, have no recollection. I do have recollection of many years of heart ache during March...
I had another topic in mind for today, but the start of this week has been so disturbing that I had to change gears. Last week was spring break in our family and we took a long-planned trip to the Caribbean (out of the country) with a couple other...
The brackets are set, the basketballs are tipped, and March Madness is officially underway. Oak Partners celebrated the occasion on the tournament’s opening day, March 21, by inviting clients out to Culinary Misfits in Crown Point. Oak Partners, a...
At the start of 2024 I had concerns about a couple of upcoming issues expected to unfold throughout the year. To name a few, items such as movement in interest rates, the unfolding of the pre-election cycle and the election itself were all occupying...
Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate is and how the process works. WHAT IS PROBATE?...
In the world of tax preferred savings plans the Health Savings Account is the crème de le crème. These accounts, commonly referred to by the acronym HSA, are the only accounts under IRS rules that allow tax deductible contributions, tax deferred...
As technology continues to improve, the methods hackers use to attack unsuspecting victims do as well. Keeping up to date on the latest in cybersecurity is easier said than done, however. With so many sources of information at our fingertips...
In the world of tax preferred savings plans the Health Savings Account is the crème de le crème. These accounts, commonly referred to by the acronym HSA, are the only accounts under IRS rules that allow tax deductible contributions, tax deferred...