As we amazingly head into late October, it’s time to revisit the topic Required Minimum Distributions, or RMDs. The government requires certain individuals with a tax deferred retirement plan to take a taxable distribution each year. This...

Over the past 30 years, Oak Partners has cultivated a strong network of clients largely thanks to its staff’s commitment to strong character and high-quality wealth and retirement planning. The new hires, promotions, and retirements of Oak...

We’ve all had those parenting fail moments, when our stern warnings turn to threats, and then our threats turn to more creative threats and then, nothing, as the kid gets away with it (for awhile anyway). My best frame of reference is in church...

The world is always ending. Especially if you use gold company commercials and Tik Tok influencers as your primary source of financial advice. Sure, bad stuff does happen, and we’ve all been through a lot over the past couple decades. From 9/11 to...

Oak Partners is committed to keeping its clients educated and informed so they can make the best possible financial decisions, and one of the ways it does that is through events. On Wednesday, August 30, Oak Partners held its annual Halftime event to...

I have to admit, I think the State of Indiana does a lot right. Not everything, mind you; I think our roads were neglected for too long and now, after the gas tax increases over the past five years, it seems like every road is being repaired, all at...

I took my mask off as I walked out the door of Skyline Chili just outside of Batesville, Indiana, in June 2020. It was a beautiful summer evening, the sun was going down behind the trees, shining its last light on my 2010 Jayco Greyhawk Class C...

I took my mask off as I walked out the door of Skyline Chili just outside of Batesville, Indiana, in June 2020. It was a beautiful summer evening, the sun was going down behind the trees, shining its last light on my 2010 Jayco Greyhawk Class C...

After an excessive level of drama and confusion, interest on student loans and payments on balances are right around the corner. On Sept. 1 balances will begin accruing interest after a nearly four-year hiatus, and payments on student loans are due...