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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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. 

Helpful Content

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

My Retirement Savings

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Saving for College 101

Here’s a crash course on saving for college.

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