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Blog

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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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Ross Snyer | Aug 21, 2023

High-Net-Worth Retirement Planning: 6 Ideas to Help You Get Your Finances in Order

Retirement
High-Net-Worth Individuals (HNWIs) typically have at least $1 million in cash or assets that can be converted to cash easily, which could make planning for
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Ross Snyer | Aug 17, 2023

Tips Before Your Child Signs for Student Loans

Student Loans
As parents, it's crucial to be proactive in helping your children navigate the financial challenges associated with student loan debt. By starting early
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Ross Snyer | Aug 16, 2023

High-Net-Worth Retirement Planning: 6 Ideas to Help You Get Your Finances in Order

Estate Planning
Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse
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Ross Snyer | Aug 8, 2023

U.S. Credit Rating Downgraded: How Does That Impact Your Financial Decision-making?

For the second time in the nation’s history, the U.S. debt rating was downgraded by a rating agency, Fitch Ratings, from the highest rating, AAA (Exceptionally
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Ross Snyer | Aug 8, 2023

The Ultimate Downsizing Checklist Before Retiring

Retirement
As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly matters.
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Ross Snyer | Aug 2, 2023

3 Ways Planning For Retirement is Like Planning For Summer Break

Retirement
For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time
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Ross Snyer | Jul 26, 2023

Soaring Temps and Tips to Cool Off Your Portfolio

Stock Market
Investing
Ensure your investments don’t overheat in this scorching stock market run
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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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