In 2026, a number of tax adjustments that were enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA) are anticipated to expire. For affluent couples, the most consequential change is likely to be a substantial reduction in the estate tax exemption.
What education savings programs are right for you? A 529 plan is one of the most common educational investment options, but there are other choices. Let’s explore the different programs to help you determine which one is right for you.
Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments and the constancy of change - all of which make dedicating time to personal finance a challenge. Luckily, there are special tax breaks and other benefits unique to service members. Follow these five tips to take advantage of potential benefits and simplify your military family’s personal finances.
There are as many kinds of mothers as there are different kinds of families. For every mother who handles family financial decisions alone, there are others who work with a partner. There are mothers who work, and mothers who are retired. And, just as importantly, there are mothers who see their lives change over time, just as you may have seen your mother transition from looking after you to taking a job outside of the home, or even running a business.
Investing your money is a key part of building wealth and securing your financial future. With so many options available, it can be difficult to determine the most efficient way to invest your money. Here are five investment options offer the most advantageous ways to invest your money.
The key difference between a traditional IRA and a Roth IRA is the way they are taxed. Contributions to a traditional IRA are made on a pre-tax basis and are taxed as ordinary income when they are withdrawn, while contributions to a Roth IRA are made on an after-tax basis and are not taxed when they are withdrawn.
Retirement is one of the most important and significant events in a person's life. It's the time when people transition from a working lifestyle to a more relaxed and leisurely one, but it also comes with its own set of risks. Here are five of the top risks that people face going into and during retirement, and how Oakwell Private Wealth Management can help you to mitigate them.
Creating wealth is a goal for many people, but it can seem like a daunting task. However, with a few simple steps, you can start building a strong foundation for financial success.
The levels of inflation we have recently seen isn’t something most current investors had previously experienced, so there is some continuing education we wanted to do as a short refresher on the subject
Learn more about avoiding possible penalties with 3(16) services.
Learn why sticking with stocks through tough times is likely the better path for investors.
Learn more about the PSLF program, which offers loan forgiveness for qualifying applicants within the medical field.
Wealth management covers every aspect of your finances. Whether you are starting out, earning, or retiring, wealth management services can help meet different needs.
This guide by your Oakwell Private Wealth Management team provides a brief overview of three tax savings strategies you can start using for this year and beyond.
Learn more about SEP IRAs and let your Oakwell team help you determine if this is the right retirement vehicle for you.
Better understand why including international markets in your investment plan is beneficial.
The information you need for the car buying process to get the best deal possible.
