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Blog

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One Oak Wealth Management | Nov 13, 2025

'Tis the Season for Scammers: 3 Steps to Spot Charity Fraud

For many people, the holiday season is when you enjoy family and friends and give a little back to those in need. Charitable giving is its highest during the
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One Oak Wealth Management | Nov 11, 2025

Making Your Money Work for You Through “Giving” Strategies

Part of the joy of making money and building wealth is not solely the aim to live a flexible life of convenience; it is also giving to those we love.
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One Oak Wealth Management | Oct 22, 2025

Should You Keep Your Inheritance with Your Parents’ Financial Professional?

Many children will receive an inheritance after their parents pass on. In some cases, this may include significant assets.
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One Oak Wealth Management | Sep 12, 2025

Estate Planning: Don’t Just Set It and Forget It

Estate planning is critical for efficiently transferring your money, property, and assets to your beneficiaries after you die.
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One Oak Wealth Management | Jun 25, 2024

Annuities: The Missing Piece in Your Retirement Puzzle

Retirement Planning
Annuities
When it comes to planning for retirement, you may feel as though you've already explored all your options. From traditional and Roth IRAs to 401(k) plans
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One Oak Wealth Management | Jun 25, 2024

Why Insurance is a Must-Have Element of Estate Planning

Estate Planning
You probably already know that insurance is something you should have in case of unforeseen events. When it comes to estate planning, insurance helps manage the
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One Oak Wealth Management | Jun 12, 2024

Don't Believe These Inflation Myths: Clearing Up Common Misconceptions

The primary cause of inflation is an increase in the money supply. It is generally measured in one of two ways: by analyzing the consumer price index (CPI)
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One Oak Wealth Management | Jun 5, 2024

Annuities Unveiled: The Secret Weapon for Wealthy Investors

Annuities are investment strategies offered by insurance companies that provide a steady income stream in retirement. These financial vehicles may particularly
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One Oak Wealth Management | May 29, 2024

Safeguarding Your Finances: Tips to Protect Yourself Against Fraud, Identity Theft, and Other Threats as You Near Retirement 

Retirement
Retirement Planning
Protecting your finances is always important. But as you approach retirement, with less time to bounce back from any missteps, it becomes even more critical to
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One Oak Wealth Management | May 21, 2024

Assessing Your Retirement Preparedness in the Modern Age

Retirment
Retirement Planning
Preparing for retirement when you first started working might be different than what you may want to consider today. So much has changed over the years. However
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One Oak Wealth Management | May 15, 2024

High Earner to Business Owner: Why Owning a Small Business Could Be Your Next Best Move 

Education
Small Business
For workers in the U.S., a six-figure income is enough to land you in the top 10 percent of wage earners.1 Looking even higher, the top 5 percent earns an
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One Oak Wealth Management | May 6, 2024

Tips for Navigating Inflation as a Small Business Owner 

Small Business
Small business owners face many challenges, which may become even more significant during inflation. As inflation hit new highs in recent years, small business
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Locations

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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(949) 333-0318
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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