In part 1 of BentOak Capital’s Medicare primer, we discussed the basics of this massive government health program. In part 2, we will look at some of the other questions we regularly get about Medicare. […]
With less than two months until the presidential election, the policy platforms of President Donald Trump and Vice President Kamala Harris are gradually coming into focus. Through speeches and debates, each candidate is outlining their […]
The annual Medicare enrollment period runs from October to December, and we thought it would be good to create a Medicare guide to review both the basics as well as a few lesser-known rules surrounding […]
As Benjamin Franklin famously said, “in this world, nothing is certain except death and taxes.” Taxes are no one’s favorite topic but their importance cannot be overstated. Tax policy affects every aspect of our financial […]
In recent months, the buzz surrounding NVIDIA has been palpable. The company’s remarkable growth and its pivotal role in the tech industry have captured the attention of many investors. This scenario isn’t new; we’ve seen […]
When it comes to estate planning and inheritance, one term you might have heard is the “step-up in tax basis.” While it may sound like financial jargon, understanding this concept can have significant benefits for […]
Retirement planning involves considering multiple sources of income, and for many individuals, Social Security is a significant piece of the puzzle. Your free online Social Security account is a great resource not only to review […]
Navigating the realm of the various retirement plan options available to self-employed business owners can feel like a daunting task, especially when it comes to selecting the right option for your unique circumstances. Among the […]
To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the market has rotated from large cap technology stocks to small caps and other sectors. Following the […]