A 401k plan is a common savings vehicle offered by employers that allows employees to make contributions towards their retirement savings. However, simply contributing to a 401k account is not enough. It is important to […]
As election season approaches, it’s common for investors to feel anxious about navigating markets during election years, market volatility, and the potential impact of political changes. Many consider becoming more conservative or moving to cash […]
Just because you are paying the bills doesn’t mean medical professionals or university staff will discuss personal information about your adult child with you. In the eyes of the law, your child is now an […]
If you were to survey the public on the greatest investor of all time, it’s safe to assume Warren Buffett would be a nearly unanimous choice. The prolific investor is a household name and seems […]
Lubbock, TX – BentOak Capital is excited to announce a significant evolution in the role of esteemed advisor Keith Trent. Going forward, Keith will be focusing on team mentorship as a pivotal role at BentOak […]
In a recent study, Vanguard revealed that American retirement savings have reached record heights, with the average 401(k) savings rate hitting an all-time high of 11.7% in 2023. This is a significant milestone, indicating a […]
“If you fail to plan, you are planning to fail” – Benjamin Franklin The Tax Cuts and Jobs Act of 2017 (TCJA) will expire on December 31, 2025, unless Congress intervenes. Now, there’s a reason […]
The financial world is buzzing with the news of the upcoming Texas Stock Exchange (TXSE). This new player in the market, backed by industry heavyweights, promises to bring a fresh perspective to the trading landscape. […]
Beginning in 2024, 529 plan holders can roll their accounts into Roth IRAs without paying taxes or penalties. Having unused or leftover funds in a 529 plan account has been welcome news for many families. […]