facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Featured Post


Loading Posts...

In The News


Take the Checkup Quiz Today!


Today's Quiz
Bucket Portfolios – They Just Feel Right Thumbnail

Bucket Portfolios – They Just Feel Right

Bucket portfolios are designed to provide spending resources during investors’ decumulation periods, usually in retirement. They are made of three buckets, arranged by time horizon – now, soon, and later – and the investment type used in each bucket – cash, bonds, and stocks. Learn more about bucket portfolios by contacting Oasis Wealth Planning Advisors.

Read More
What does the Secure Act 2.0 Mean to Me? Thumbnail

What does the Secure Act 2.0 Mean to Me?

The SECURE ACT 2.0 provides tax minimization opportunities for some taxpayers and creates burdens for others. Having more flexibility is great, but does that increased flexibility benefit you? We will help you understand and navigate the SECURE ACT 2.0 changes and what it means for your specific situation.

Read More
Travel in Retirement: Part II Thumbnail

Travel in Retirement: Part II

Travel in retirement can be immensely rewarding. While you do not have to see the world to find fulfillment in retirement, traveling beyond your home into different communities and cultures can provide you with rich experiences to learn, expand relationships, renew, and reach new horizons.

Read More
Tax Loss Harvesting: A Good Idea That is Overrated? Thumbnail

Tax Loss Harvesting: A Good Idea That is Overrated?

God made a farmer, but God also made a tax planner. Capital loss harvesting is one technique that can allow taxpayers to reap benefits if done correctly. Arguably, the benefits are often overstated in the industry, but this technique should not be overlooked.

Read More