Oak Leaf Wealth Management

https://blog.commonwealth.com/independent-market-observer/whats-worrying-investors

What’s Worrying Investors? From digital currency to investment ownership, Commonwealth CIO Brad McMillan breaks down what's worrying investors.

Wishing Elizabeth Campbell, fondly known as "EOC", a happy 6 year anniversary at Oak Leaf! A little over six years ago, EOC interviewed with us and we knew immediately she'd become a huge asset to our team. Elizabeth, thank you for all you do for your clients and your team - you're irreplaceable!

Wishing a very Happy Birthday to Elizabeth Campbell, our favorite golf-swinging, beer-loving, cowgirl of the West! Elizabeth splits her time between our Rhode Island and Wyoming offices and is beloved by all clients.

Elizabeth, you are one of the hardest working people we know but your big heart and diligent care for clients is what makes you so special and loved.

We all wish you a wonderful birthday this weekend!

I Spent 44 Years Studying Retirement. Then I Retired I was more prepared than just about anybody. And some things are exactly what I expected. But other things—not so much.

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Tax freedom day: the day you begin earning money for yourself.

Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.

How many credit cards do you have?

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When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Compare your taxable investment to a tax-deferred one. The results may surprise you.

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Just entering retirement? Here's what you need to know.

9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

When you choose to take Social Security might impact your retirement income. Find out how.

Social Security: The 64,000 Dollar Question One of the most common questions people ask about Social Security is when they should start taking benefits.

Find out whether you are insurable before implementing a strategy using life insurance.

Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

Have a kid heading off to college? Here are a few tips.

A Cheat Sheet for Sending Your Kid to College Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Have you used a junk-drawer approach to manage your investments?

The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer.

Do you know how to make a social impact with your investments? Read more now.

Are You Ready for Your Portfolio to Make a Difference? Learn about the rise of Impact Investing and how it may benefit you.

When considering a record keeping system for your business, you need to ask yourself some very important questions

Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Are you worried about outliving your retirement savings? You are not alone.

My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

IRA Withdrawals that Escape the 10% Tax Penalty The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Where will your retirement income come from? Do you know all the choices available?

Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

How to Conquer the World - 5 Financial Strategies for Savvy Single Women Learn more about women taking control of their finances with this infographic.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

A disability could keep you from work and increase costs. How can you protect yourself?

Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

What do you think your will be like? Attitudes are changing, and many are working in their

Retirement Redefined Around the country, attitudes about retirement are shifting.