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Blog

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Ross Snyer | Apr 10, 2024

The Double-Edged Sword of Retirement Planning

Retirement Planning
Inflation, the silent force shaping our economic landscape, often creeps into our lives unnoticed until its effects become palpable. Its impact on retirement
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Ross Snyer | Apr 2, 2024

It’s Not Too Late to Become Financially Literate

Financial Planning
Financial Literacy
Financial literacy is crucial to a solid financial future and an enjoyable retirement. No matter your age, when you understand how to manage your money and
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Ross Snyer | Mar 21, 2024

Pearls of Wisdom: Wealth Preservation for High-Net-Worth Women

Women
Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding
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Ross Snyer | Mar 14, 2024

Don’t Forget to File! 8 Tax Filing Tips to Help Mitigate the Stress

Tax Planning
Tax filing can be stressful because of its complexities and the financial responsibility of owing taxes without having an emergency fund, or money put aside for
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Ross Snyer | Mar 7, 2024

Why Your Credit Score Matters in Retirement

Retirement
Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit
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Ross Snyer | Feb 27, 2024

Understanding Real Estate Investment Trusts

Real Estate Investment
Real Estate Investment Trusts, commonly known as REITs, have become a popular investment choice for individuals seeking exposure to the real estate market
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Ross Snyer | Feb 22, 2024

5 Compelling Reasons to Rethink Social Security

Social Security
When it comes to planning for retirement, Social Security benefits have traditionally been viewed as a safety net for many individuals. However, in recent years
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Ross Snyer | Feb 21, 2024

You’re About to Retire: Here are 7 Tips to Stay Independent

Retirement
Independence is important in retirement. The more independent retirees are, the more fulfilling their retirement is likely to be. However, living independently
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Ross Snyer | Feb 13, 2024

Retirement Security Starts With Visualizing Your Future

Retirement
Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have
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Ross Snyer | Feb 8, 2024

Why Financial Preparedness Is a Smart Investment

Financial Preparedness
During turbulent financial times, having a financial emergency plan might provide you with a proverbial life preserver. Whether it is an emergency fund to help
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Ross Snyer | Jan 24, 2024

Planning to Bridge the Retirement Savings Gap

The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent
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Ross Snyer | Jan 17, 2024

Tips to Planning Your Purposeful Retirement

Education
Retirement is often idealized as a serene period of well-deserved rest and leisure. Yet, while the respite from a career's demands is welcome, retirees soon
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Orange County, CA
Phone: (949) 333-0318
Fax: (949) 266-0353

Seattle, WA
1200 Westlake Ave N, Suite 1000
Seattle, WA 98109 
Phone: (206) 582-0500
Fax: (949) 266-0353

 

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info.oneoakwm@lpl.com

     

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Ross Snyer is a registered representative of and offers securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. One Oak Wealth Management is not registered as a broker-dealer or investment advisor.

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