What to do with a pre-existing 401(k) when you change jobs....I recently joined the White Oaks Wealth Advisors team (and I’m so excited!). For my inaugural blog post, I am...
401k: What You Should do When You Change Jobs
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retirement
Financial Independence: The New Dream
A noticeable trend is a desire for financial independence over the traditional notion of retirement. Some may wonder what is the difference in financial independence. It is...
Investing Strategies for Preserving Wealth
Some find it odd the focus on investing strategies for preserving wealth. After all, most of us spend much of our lives trying to accumulate a comfortable sum to acquire a...
Preserve Wealth Like a Millionaire
Growing up as a young boy on a farm in Iowa, being a millionaire was a BIG deal since very few had achieved the status of being one. Subsequently the need to preserve wealth...
Retirement and the Brain Switch
Over the years we have observed a tendency for clients entering retirement to change their behavior with regards to their financial strategy. Many more questions are asked....
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