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Blog

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Ross Snyer | Oct 13, 2023

4 Most Common Medicare Mistakes People Make

medicare
health insurance
While these policies can provide you with the coverage you need for your health conditions later in life, they may be confusing to navigate for some and can
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Ross Snyer | Oct 10, 2023

Simple Tips for Digital Privacy

Data Privacy
With the increasing amount of personal information shared and stored online, it’s crucial to take proactive steps to protect yourself. Here are a few essential
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Ross Snyer | Oct 6, 2023

Qualified Charitable Distributions for RMDs

Qualified Charitable Distributions
Charitable Donation
Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy
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Ross Snyer | Oct 4, 2023

Planning Matters When Retirees Start Traveling

Retirees often have the time, freedom, and desire to explore new destinations and make the most of their golden years. With careful planning and attention to
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Ross Snyer | Sep 25, 2023

Utilizing New Technology in Our Retirement Years

Retirement
Technology
The digital revolution is transforming lives across all age groups, and seniors are no exception. Technology has become an indispensable tool for older adults
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Ross Snyer | Sep 20, 2023

End of Year (EOY) Deadlines Checklist

Tax Planning
With that shiny new year right around the corner, meeting end-of-year deadlines and getting tax efficiencies in place now may prepare us for a smoother
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Ross Snyer | Sep 18, 2023

A Guide to Incorporating Philanthropy into Your Financial Planning

Philantropy
Charitable Giving
If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while
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Ross Snyer | Sep 13, 2023

Social Media Influencers vs. Financial Professionals

Financial Planning
One is based on personal experiences and the other is grounded in theories -- As the digital age reshapes traditional norms, a dramatic shift in the sources of
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Ross Snyer | Sep 11, 2023

How AI Can Enhance Your Job, Not Eliminate It

Technology
A recent surge in interest around the term "generative AI" has been observed, reaching a peak search interest of 100, according to Google, in the week of
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Ross Snyer | Sep 4, 2023

The Stealth Move by the IRS & Kids’ Inheritance

New ruling emphasizes the need for an adaptive estate planning approach. One recent development that has stirred conversations among investors and advisors
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Ross Snyer | Aug 24, 2023

Conducting a Midyear Financial Checkup

Midyear
Review
Just like a routine health checkup can ensure your physical health, a financial checkup can help you evaluate how your finances are doing so you can make any
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Ross Snyer | Aug 23, 2023

Tips Before Your Child Signs for Student Loans

Student Loans
In recent years, the burden of student loan debt has become an increasingly prevalent issue, significantly impacting individuals and the broader economy. In
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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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