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Blog

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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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Ross Snyer | Jan 15, 2024

Retiring Early As a Couple: A Financial Love Story

Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality
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Ross Snyer | Jan 3, 2024

5 Simple Tips to Help Retirees Pay Bills on Time

Education
When you retire, life might not necessarily slow down; however, your daily and monthly routines might now be quite different.
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Ross Snyer | Jan 1, 2024

Independent and Thriving: What to Consider In Your Later Years

Education
While you never know your needs as you age, the first step is thinking about your financial situation and health today so you can plan for your later years.
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Ross Snyer | Dec 27, 2023

Ringing in the New Year in Your Golden Years

Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and
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Ross Snyer | Dec 22, 2023

IRS Announces New 2024 Income Tax Brackets

Education
Tax-Planning
It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to the standard
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Ross Snyer | Dec 20, 2023

Dos and Don'ts for Investing During the Holidays

In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday.
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Ross Snyer | Dec 11, 2023

5 Year-End Tax Planning Questions to Ask Your Financial Professional

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this
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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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