Marc Ruiz: Times Columnist The IRS recently announced some extremely important updates for beneficiaries of inherited IRAs, and parts of the update are very timely as we head into 2023. The SECURE Act passed in 2019 and implemented in 2020 made a...

Finding a job you enjoy certainly depends partially on factors regarding the job itself, such as who your employer is, how your skills complement your workload, and opportunities for growth. Beyond directly job-related factors, another crucial...

There are times when relying on a system to function as anticipated is so critical, where the prospect of failure is so outlandish, that the effectiveness of the system must be taken for granted before we would ever choose to engage it. The brakes on...

As you begin to navigate your adult life in your early 20s, retirement is likely not at the forefront of your mind. While Oak Partners’ core target audience ranges from 35-55 year-olds, Managing Partner and Wealth Advisor Jason Urbaniak believes it...

Crown Point’s Bulldog Park was bustling on Friday, September 16 during Oak Partners’ annual Oaktoberfest event. Oak Partners clients, friends and family, and Oak Partners staff gathered to enjoy some delicious food catered by Mission BBQ and some...

Summer is winding down. I can feel it in the air and see it in the daylight shadows. In many ways, this summer has been the nicest I’ve had in years. The weather in the upper Midwest was nearly perfect, my college kids were both working jobs that...

One of my favorite Warren Buffet quotes is, “the light on Wall Street can at any time go from green to red without pausing at yellow.” With this in mind, I always enjoy hearing the end of day “market minute” reports on any given media outlet...

With 10% of its clients moving away from Northwest Indiana due to retirement and other life changes, and another 10% of its clients purchasing a second home outside of Northwest Indiana, the Oak Partners wealth advisors are no strangers to...

After its founding nearly 30 years ago Oak Partners now has almost 40-advisors and staff working for and supporting the firm’s thousands of client families. “We are fortunate to have an incredible team, the tenure of our average employee is quite...