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Blog

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Ross Snyer | Jun 15, 2023

Family Wealth Transfer Planning: Keeping it in the Family through Generational Giving

Generational Wealth
You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself
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Ross Snyer | Jun 11, 2023

Retirement Annuities Explained: What They Are and How They Work

Retirement
Annuities
Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the
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Ross Snyer | Jun 8, 2023

Factors Leading to a Cooling Housing Market

Realestate
Investment
Stay informed and adapt your strategies to changing market conditions Over the past several years, the housing market has been on a relentless upward
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Ross Snyer | Jun 5, 2023

5 Homeowner Estate Planning Tips to Consider

Homeowners
Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly
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Ross Snyer | May 22, 2023

529 Plans: The Ins and Outs of Contributions and Withdrawals

Education
College Savings Plan
529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things
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Ross Snyer | May 22, 2023

529 Plans: The Ins and Outs of Contributions and Withdrawals

College Savings
529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things
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Ross Snyer | May 8, 2023

Life Insurance: Business Applications

Life Insurance
Life insurance is an important part of a business. It may be used as a funding mechanism for your buy-sell agreement and as business interruption insurance to
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Ross Snyer | May 3, 2023

Planning for Succession of a Business Interest

Small Business
One of the important decisions a business owner must face is when and how to step out of the business — in other words, business succession planning. Do you
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Ross Snyer | May 1, 2023

Pay Down Debt or Save for Retirement?

Saving
Debt
Retirement
All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful. The most
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Ross Snyer | Apr 20, 2023

Understanding 401(k) Loans

401K
Loans
Education
Financial Planning
Thoughts from a financial professional: Defined contribution plans, such as 401(k) plans, are the most popular employer-sponsored retirement plan in the United
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Ross Snyer | Apr 20, 2023

The Best Investment: Teaching Your Children to Save and Invest

Investing
Education
Making investing possible for your children, nieces, nephews and other loved ones may be the key to improving their financial future and getting them off to a
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Ross Snyer | Apr 6, 2023

3 Golf Tips to Keep Your Retirement Plan on Course

Retirment
In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new, and
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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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