It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.

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Call: 470-508-0508

Website: https://blackoakam.com/

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?

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Call: 470-508-0508

Website: https://blackoakam.com/

Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees…

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NG3 Website: www.ng3.org

FCA Website: www.fca.org

Browns Bridge Website: brownsbridge.org

Call: 470-508-0508

Website: https://blackoakam.com/

The Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis?

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Call: 470-508-0508

Website: https://blackoakam.com/

Time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic.

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Call: 470-508-0508

Website: https://blackoakam.com/

If you’ve ever done a crossword puzzle, you know how much a wrong answer can mess you up. You might think that you have the right answer for 17-across, but you just can’t figure out how the answer to 13-down starts with the letters “XC.” Well, the problem is that you have the wrong answer in 17-across, and that X should really be an S.

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Call: 470-508-0508

Website: https://blackoakam.com/

How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.

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Call: 470-508-0508

Website: https://blackoakam.com/

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.

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Call: 470-508-0508

Website: https://blackoakam.com/

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…

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Call: 470-508-0508

Website: https://blackoakam.com/

A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.

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Call: 470-508-0508

Website: https://blackoakam.com/