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What is a Fiduciary?

13 Mar 2024
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In the labyrinthine world of finance, one term that often comes up is “fiduciary.” But what does it really mean, and why should it matter to you? This is something that many investors overlook when […]
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How Residential and Commercial Real Estate Impact Markets
How Residential and Commercial Real Estate Impact Markets
With major stock market indices hovering around all-time highs, some investors continue to worry about the state of the economy. While trends around inflation and jobs have been positive, putting the Fed in a position […]
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Retirement Readiness: Identity Beyond the Workplace
Retirement Readiness: Identity Beyond the Workplace
20 Mar 2024
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What defines you? Your faith, your family, your community, your talents? For the majority of U.S. white-collar workers, the answer might be their job. In fact, a 2014 Gallup poll showed that 70% of college-educated […]
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Maximizing the Benefits of a Health Savings Account
Maximizing the Benefits of a Health Savings Account
5 Mar 2024
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Imagine someone told you there was a tool that allows you to make contributions that reduce your taxable income, accumulate tax-free earnings, and make tax-free distributions if they are used for qualified health expenses. Sounds […]
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Essential Things To Consider When Preparing To Sell Or Transition Your Business 
Essential Things To Consider When Preparing To Sell Or Transition Your Business 
22 Feb 2024
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Preparing to sell or transition your business can feel like navigating a maze of complexities and uncertainties. Whether you’re gearing up to hand over the reins to a new owner, pass the business down to […]
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Retirement Is Near. What Is Your Retirement Income Plan?
Retirement Is Near. What Is Your Retirement Income Plan?
14 Feb 2024
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Statistics tell us the only 1 in 6 retirees have a retirement income plan. On average, many Americans approach retirement without a clear understanding of their financial readiness. This uncertainty often leads to a lack […]
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Changes in Marginal Tax Bracket, Deductions, Credits and Exclusions from 2023 to 2024
Changes in Marginal Tax Bracket, Deductions, Credits and Exclusions from 2023 to 2024
31 Jan 2024
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Tax season is upon us, and we are here to provide you with the essential updates that have been released by the IRS regarding the 2024 tax year. The main updates are inflation adjustments to […]
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Heritage Planning for the Next Generation
Heritage Planning for the Next Generation
8 Jan 2024
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Here’s a story about parents. It can be told in a dozen different ways. A hundred. More. The ideas are the same, even if the particulars will vary: You’re in the middle of your career, […]
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Tailored Financial Planning – Choosing the Right Registered Investment Advisor (RIA)
Tailored Financial Planning – Choosing the Right Registered Investment Advisor (RIA)
27 Dec 2023
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The mantra of “one size fits all” product or service model does not apply to many areas of our personal or professional life. With something as important as planning for your retirement, your child’s education, […]
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How Often Should I Update My Estate Documents?
How Often Should I Update My Estate Documents?
21 Dec 2023
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Planning for your and your family’s financial future is a large part of what we do at BentOak Capital. Estate planning being a big piece of the puzzle, it’s apparent that you should have estate […]
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