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Blog

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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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Ross Snyer | Jul 19, 2023

An Introduction to Estate Planning for the Sandwich Generation

Estate Planning
For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate
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Ross Snyer | Jul 17, 2023

Financial Freedom, Market Volatility, and You

Market Volatility
Financial Freedom
If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a
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Ross Snyer | Jul 10, 2023

Small Business Owners: Life, Liberty, and the Pursuit of Financial Independence

Small Business
Business Owners
Financial Freedom
Being a small business owner can be rewarding but also may bring a lot of stress. You may be experiencing the pressures of trying to grow your company while
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Ross Snyer | Jul 5, 2023

Generational Wealth and the Gift of Financial Freedom

Generational Wealth
Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth
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Ross Snyer | Jun 26, 2023

Check Off Your Insurance Check-Up: An Insurance Coverage Checklist

Life Insurance
Many things in life are especially valuable, such as your time, your health, your home, and even your life. Insurance can protect your assets, both tangible and
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Orange County, CA
Phone: (949) 333-0318
Fax: (949) 266-0353

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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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