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Chris Sargent
How Secure Act 2.0 Could Affect You In 2023
How Secure Act 2.0 Could Affect You In 2023
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 […]
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2022 Recap
2022 Recap
13 Dec 2022
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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 […]
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Medicare Basics
Medicare Basics
21 Nov 2022
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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 […]
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Leaving a Legacy
Leaving a Legacy
20 May 2022
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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 […]
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Setting up a 401k for your business
Setting up a 401k for your business
5 Apr 2022
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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.
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Getting Organized
Getting Organized
2 Mar 2022
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In January we introduced to you our 2022 theme – Planning with Purpose.
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Planning with Purpose
Planning with Purpose
26 Jan 2022
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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 […]
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Saving for College
Saving for College
29 Jun 2020
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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 […]
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Getting Started With Your 401(k)
Getting Started With Your 401(k)
17 Jun 2020
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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 […]
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Getting Started with an Advisor: 10 Things to Consider
Getting Started with an Advisor: 10 Things to Consider
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 […]
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