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Blog

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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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Ross Snyer | Mar 30, 2023

5 Last Minute Considerations Before Tax Day

Tax Planning
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to
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Ross Snyer | Mar 23, 2023

Understanding Social Security Strategies

Social Security
Retirment
There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take Social Security retirement benefits
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Ross Snyer | Mar 20, 2023

Change on the Horizon: Preparing for the Estate and Gift Lifetime Tax Exemption Sunset (2025)

Estate Planning
Generational Wealth
As people begin to age, having worked hard their entire lives and accumulated significant wealth in savings and investments, it becomes very important for many
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Ross Snyer | Mar 14, 2023

Silicon Valley Bank Is the 2nd Largest Bank Failure

Banking
News
The FDIC-seizure of Silicon Valley Bank is the second-largest US bank failure in history as it held $209 billion in assets at the time of its collapse.
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Ross Snyer | Mar 9, 2023

7 Things You Can Do to Trim Your 2023 Tax Bill

Tax Planning
Tax season can be a stressful time for many people, especially if you're not fully prepared. However, with some advance planning and preparation, you can take
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Ross Snyer | Mar 7, 2023

Keep Calm and (Financially) Plan On: Navigating Money Stress with a Financial Professional

Financial Planning
Money worries may be one of the biggest sources of stress—from wondering how to pay for an unexpected expense to making retirement calculations when considering
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Ross Snyer | Feb 28, 2023

Debt Ceiling Anxiety Should Not Worry Investors

Investors
Debt Ceiling
The best course is to have a plan for what to do if markets take a sharp turn. Investor worries about the potential impact of a default on the value of
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Ross Snyer | Oct 28, 2021

Spotlighting Women-Owned Businesses on Women's Entreneurship Day

Celebrated on November 19th, Women's Entrepreneurship Day was established by Women’s Entrepreneurship Day Organization (WEDO) in 2013 to bring awareness to the

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Ross Snyer | Oct 28, 2021

Investing in Your Family: Creating a Family Business Succession Plan

No matter how successful your family business is today, at some point in the future, its ownership may need to change hands. Without a business succession plan

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Ross Snyer | Oct 28, 2021

3 Things to Know about College Planning and Financial Aid

Planning how to pay for the expenses of attending college or a technical school is essential, and there are ways to save to make secondary education more

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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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