Setting a budget for the holidays is essential to ensure that your celebrations are both enjoyable and financially responsible. Here, we'll explore how to craft a holiday budget that fits your needs, allowing you to revel in the holiday spirit while still watching your wallet.
As the digital world continues to evolve, so do opportunities for cybercriminals to exploit vulnerabilities in online systems. Cyber Monday, the annual online shopping extravaganza that follows Black Friday, is a prime target for these hackers.
Giving Tuesday is celebrated on the first Tuesday of December each year and has rapidly gained prominence as a global movement that encourages generosity, charity, and community involvement. Here, we'll unwrap the history, significance, and impact of Giving Tuesday and share some ways you can give back this season.
For military families, it requires even more knowledge because you need to ensure that you meet all the military's qualifications and that you are taking full advantage of any veterans benefits coming your way.
November is National Family Caregiver Month, an opportunity to honor the physical, mental and emotional effort caregivers put into their role every day. When looking after a loved one, it’s important to understand the financial challenges this life milestone can create.
According to Bankrate, in 2021, the FTC dealt with nearly 390,000 reports of credit card fraud, with US losses projected to reach $165.1 billion in the next decade.1 Protecting yourself from credit card fraud is vital for financial security and peace of mind. Here, we’ll explore the various forms of credit card fraud and provide actionable tips to help protect your finances.
Did you know that October is National Cybersecurity Awareness Month? We're using this month as a chance to highlight how you can keep yourself and your information safe online. From using complex passwords to being wary of suspicious emails, here we talk about the importance of cybersecurity and provide some tips on how you can protect yourself.
As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National Financial Planning Month! Let’s use this month to celebrate the importance of proper financial planning and share some tips and tricks on how to get your financial planning in order.
FAFSA is a gateway to accessing critical financial assistance for your child’s college education. Here is what you need to know when applying for FAFSA, and some important changes for the 2024–2025 school year.
The Secure Act 2.0 presents an excellent opportunity for medical practices to secure their employees' financial futures and realize significant tax benefits for the practice itself. By taking advantage of the available tax credits and offering a 401(k) plan, medical practices can attract and retain top talent while bolstering their financial well-being.
If you’ve ever flicked over to a financial news channel, you’ve probably heard the term “the Fed.” But who, or what, exactly is the Fed? And why does it matter to you?
September is also National College Savings Month, a time to celebrate the power of investing in education and securing a brighter future for our children and grandchildren. Learn how Oakwell Wealth Management can help you save for a brighter future.
Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income, these benefits are taxed by the government. To accurately predict your retirement income (and taxes), it’s important to understand how Social Security benefits are taxed. Here, we explain everything you need to know about Social Security benefit taxation.
Life insurance is an important part of any financial and protection strategy. For National Life Insurance Awareness Month, we wanted to share some helpful information about life insurance, including what it is, its different types, and how it can help protect your family in case something happens.
Big dreams take money. Whatever your ultimate daydream might be, you can prepare for it now. A beautiful memory can last a lifetime, and by starting today, you might just move that once-in-a-lifetime experience from your bucket list onto your calendar.
Because blended family structures are becoming more popular and just like there’s no one-size-fits-all family, there’s no one-size-fits-all approach to estate planning. Let’s learn more about what estate planning might look like for a blended family and provide some information to help you examine your estate plan.
The traditional retirement age in the United States is 65, but many people feel the allure of leaving the workforce much sooner. According to the 2023 Retirement Confidence Study, workers report retiring at a median age of 62 years. Let’s examine why.
Credit card debt makes it hard (if not impossible) to feel financially secure and save for goals like retirement. But credit card debt doesn't have to be the end of your financial freedom. Here are some smart credit card strategies to help you pay down your debt and start taking control of your financial future.
A will is an important estate-planning document that can help you transfer your assets with ease. Having a proper will can make the difference between a smooth transfer of assets and a probate nightmare
Equity compensation is an attractive benefit that many companies offer to employees. It can be a valuable way to reward and motivate employees by giving them a share of the company’s ownership. If you’re new to equity compensation or simply looking to learn more, you’ve come to the right place.
