Congratulations on reaching the pivotal milestone of retirement! After dedicating so much of your time to your career, this accomplishment reflects your investment in time, education, and sheer determination. As you transition into this new […]
A Required Minimum Distribution (RMD) from a retirement account is exactly what it says – required, mandated, a “must-do”. It’s a specific, calculated amount that must be distributed from the account each year you live […]
As a farmer, rancher, or landowner, you understand the importance of protecting your property. You spend countless hours tending to your land, livestock, and infrastructure, and you want to ensure that both your investment and […]
FOR IMMEDIATE RELEASE Weatherford, TX, Nov. 15th, 2023 – BentOak Capital®, a leader in the private wealth management space, today announced key shifts in its executive leadership lineup. These changes not only signify the company’s […]
Budgeting as a financial planning concept generally gets a bad rap. For many people, it conjures a scarcity mindset (“I can’t ever buy a latte at Starbucks”). For others, it’s simply boring: the idea of […]
Retirement planning can be a complex and often daunting task, with numerous strategies and options to consider. One powerful tool that often goes underutilized is the Roth conversion. This financial maneuver allows you to optimize […]
Many high net worth individuals will come to the point where they ask themselves the question, “Do I need a trust?” Estate laws can be confusing, and getting advice from an unqualified source can make […]
In our recent mid-year outlook, we discussed a key driver of global markets and inflation over the past two years has been the price of oil. As an important commodity that fuels the economy, investors […]
Introduction If you are struggling with the idea of your heirs being financially savvy enough to step into your shoes one day, this blog post is for you. As the family patriarch or matriarch, it […]