As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down. A warranty makes sense for big-ticket purchases, but what...

Oak Partners welcomed their clients to March Madness at Catch 22 Table & Tap Thursday evening. The wealth and retirement planning company covered food and drinks while spending time connecting with their clients. The atmosphere was full of energy...

Setting up shop in Oak Partners, Inc.’s inviting office in downtown Valparaiso, Chris Mahlmann, Founder of the Life Sites, convened a round-table discussion with members of the Oak Partners team. The group covered a lot of ground in the space of an...

I first became aware of the issue as I was stepping toward the bar while waiting for a table at an authentic Wisconsin supper club after a fun but exhausting afternoon getting my nine-year-old some ski time at Wilmot ski area in Southeast Wisconsin....

Concerns over identity theft continue to grow, especially with news of data breaches at major companies and financial institutions. Unfortunately, you have little control over the hacking of these companies, but you do have control over your actions....

Are billionaires bad? Is a system that allows billion-dollar fortunes to be created and exist inherently unfair or corrupt? As the Presidential primary process kicks off on the Democratic side, a fair amount of the rhetoric thus far has involved the...

Lights were shining, skaters were laughing, and hot chocolate was flowing this Thursday evening at the new Bulldog Ice Rink in Crown Point. Oak Partners, Inc. treated clients, friends and family to a couple of hours on the ice, a hot chocolate bar...

Jessica Dowell grew up in Northwest Indiana and is a graduate of Indiana University Northwest, where she received her BA in Communication. After completion of her degree, she pursued roles in Client Relations, HR, Marketing, and Office Management....

Over the years helping families with their financial planning, I have come to appreciate the creation and maintenance of a well-crafted estate plan. By providing a solid road map of resources and intentions, an estate plan should not only serve to...

Over the past few months I have unfortunately experienced a higher than typical level of people in my life passing away. A number of the passing individuals were clients, and so I was also involved with counseling the family regarding funding for the...