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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Oakley Retirement Services

Wealth Management, Preservation, and Income Planning

As a small, independent family firm, we have the freedom of true independence. We don’t work for a company, we work for our clients. This is the only way to truly uphold our fiduciary responsibility to the families with whom we work. Our decisions are not made for the benefit of stockholders, but solely in the best interest of our clients.

Education is paramount. We don’t want you to just know what we recommend, but why. We want to take you through our mental process to understand the reasoning and purpose behind each strategy, while at the same time keeping things simple and to the point. The more you know and understand, the more comfortable you can be when the markets face challenges and our plans are put to the test. 

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator can help you estimate how much you should be saving for college.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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Investors seeking world investments can choose between global and international funds. What's the difference?

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