One of the more impactful pieces of the December 2022 Consolidated Appropriations Act that passed into law is the so-called Secure Act 2.0. You may remember the original Secure Act from December 2019 that reshaped […]
Well, that was a year, wasn’t it? We thought it would be “nice” to revisit 2022, as though going through it once wasn’t enough. In case you missed it, here’s a quick synopsis of the […]
The annual Medicare enrollment period runs from October to December, so we think it is important to review both the basics and a few lesser-known rules surrounding this benefit. This post will cover how and […]
So far this year, our 2022 theme of Planning with Purpose, has covered topics like how to get your financial life organized and why it’s important that you think about the impact of taxes year […]
We have previously covered investing in a 401k plan from the employee’s perspective. Today we’ll turn that around and focus on 401(k) plans from the business owner’s standpoint.
As financial planning professionals, our primary role at BentOak Capital is to help our clients create and track progress towards their personal and family goals. As a business, we internally create and track progress towards […]
At some point during my time in college, the tuition rate at the university I attended hit $400 per credit hour. At the time I remember thinking, as a naive young person, that that was […]
Years ago, there was no such thing as being a retirement investor. Retirees were often referred to as “pensioners” – they received a defined benefit from their retirement plan without ever having to worry about […]
When was the last time you visited your doctor? Did you go for a routine annual physical, or for an emergency? Did you get a simple blood test or have surgery? Just like with trips […]