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Blog

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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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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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Locations

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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(949) 333-0318
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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