Oracle Wealth Management

79% of employees find that receiving resources from their employer on retirement planning is important. Reach out to learn how your workplace can help support and deliver retirement planning education to your employees.

Celebrating the Dog Days of Summer with a collage of our team’s beloved pups! 🐶 Nothing brightens a day like our furry friends. Share a picture of your dog in the comments!

Wishing a very happy birthday to Lindy! Your dedication and hard work inspire us every day. Have a fantastic birthday, Lindy!

As the world celebrates the Olympic Games, we're excited to announce our very own Financial Olympics! Put your financial skills to the test and take part in a series of fun and educational tasks designed to boost your financial health.

This week, take the time to bring your beneficiary information up to date. And - GO!

Get ready for back to school season with these smart shopping tips:

1. Look for seasonal deals and use coupons.
2. Buy only what you need.
3. Consider quality over quantity.
4. Take advantage of any tax-free weekend dates in your area.

Here’s to a successful and budget-friendly school year!

Starting a new job comes with many decisions, especially around benefits. If you're unsure about how to structure your benefits, our experienced team is here to guide you.

Empowering your family with financial knowledge is our mission. Through comprehensive education and personalized planning, we are here to help each member of your family prepare for a prosperous future.

Happy 4th of July from everyone at Oracle Wealth Management! We hope your day is filled with joy, family, and festivities.

Have you named beneficiaries on your financial accounts? If so, when is the last time you updated them? We can review your designations to make sure your assets will go exactly where you intend.

Why naming beneficiaries is an essential part of estate planning What to know about this critical estate planning step.

You deserve to relax on vacation. Here’s how you can plan for your travel expenses, so that you can focus on experiencing new cultures and making memories.

How to plan for the costs of a big trip Make your travel dreams a financial reality.

As summer travel heats up, it's important to be a savvy spender. Here are a few tips to make the most of your adventures:

1. Set a spend amount for your trip and stick to it.
2. Use rewards cards for better rates and perks.
3. Research and book as far in advance as possible.
4. Pack snacks and drinks on roadtrips to save on dining expenses.

Bon voyage!

Did you know that each year you can give up to $18,000 ($36,000 for married couples) to as many people as you would like without incurring a federal gift tax liability? You can strategically give throughout your lifetime to help secure your loved ones’ futures, protect your assets and ease the tax burden on you and your estate.

Giving while living How to make lifetime gifting a part of your estate plan

Fore! Jimmy and Jeff recently teed off at a golf tournament, showcasing their skills on the green. It was a day filled with friendly competition and fun times on the green. Here's to more memorable rounds ahead!

As National Fishing and Boating Week casts its line, let's celebrate the beauty of Tennessee's Chickamauga Lake! Join us in honoring our local waterways and the joy they bring to our community. Whether you're reeling in a big catch or cruising the waves, here's to unforgettable moments on the water this summer.

Flashback Friday to an unforgettable afternoon at the Spring OnPoint Women's Luncheon with the amazing Emily P. Freeman! The ladies of Oracle were thrilled to attend this inspiring gathering. It was a day brimming with discussions, heartfelt connections, and lasting memories. Feeling motivated to continue our journey together.

Think it’s too soon to think about your legacy? Even little steps now can mean big changes in the future for your family and your community. Let’s talk about solutions to help grow and protect your legacy at the same time.

History has shown that staying invested can have its rewards. When we take the long view, past recessions look like bumps in the road along the path of long-term growth. Are you prepared to look past short-term volatility? Let’s talk about steps you can take to stay focused on your long-term goals.

Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity.

How new 529 rules can help with retirement planning How SECURE Act 2.0 has impacted 529 plans.

Happy Mother's Day to all the incredible moms out there! This Mother's Day, we honor the love and sacrifices of all mothers and mother figures. May your day be filled with cherished moments and the warmth of family!

Happy Birthday to Gloria Lowe, our invaluable Client Service Coordinator! Gloria's unwavering dedication provides our clients with top-notch service every day. We're truly grateful for your hard work and positive energy, Gloria. Here's to a day as special as you are!

Did you know that life insurance can offer benefits during your lifetime, not just after your death? We can help you evaluate your options – and understand less known life insurance benefits.

Why life insurance may be worth more than you think Life insurance solutions may be more accessible and less costly than you think.

Cheers to our own Joy Clemons on another year of dedication and excellence! Joy's commitment to our clients' financial well-being shines brightly. Congratulations, Joy, on your Ameriprise anniversary!

Today, we raise a toast to Deborah Hundley, a huge heart on our Oracle team. As our cherished receptionist, Deborah's warm greetings light up our days. Happy Birthday, Deborah! Your positivity and dedication are the threads that weave our team together!

While interest rates may ease this year, they will likely remain at elevated levels. Let’s connect if you’d like to discuss the opportunities outlined in this article.

Investing opportunities to consider when interest rates are high While higher interest rates have a negative reputation with investors, opportunities exist.

Intergenerational Week highlights the beauty and importance of planning across generations. At Oracle, we understand that your financial legacy is more than just assets; it's a reflection of your life's work and values. Intergenerational planning helps your legacy endure and supports the ones you love, bridging the gap between past, present, and future.

Happy Bucket List Day! What dreams are on your list? A safari adventure, learning a new language, or maybe sailing the seas? Having a plan isn't just about preparing for the unexpected; it's about helping turn your 'someday' into 'today.' Share your bucket list dreams with us, and let us show you how we can help bring them within reach.

Introducing Vera Kreminskiy, the newest addition to our Oracle Wealth Management family! As our Client Service Coordinator at our Cleveland office, Vera brings a wealth of dedication and enthusiasm to her role. Join us in welcoming Vera aboard as we embark on this exciting journey together. Here's to a bright future filled with teamwork and success!

With the recent and rapid rise in cost of living, it’s smart to think about how to keep expenses in check. Let’s connect if you’d like help identifying opportunities to save more toward your financial goals.

Smart strategies for minimizing expenses Cut spending and save more by incorporating these strategies into your financial routine.