This edition of Oasis Wealth Planning's newsletter introduces people groups who live long, healthy lives, and explains why we embrace market pricing as part of our investment management principles.

Risk tolerance is an often-used yet nebulous and elusive measurement in the mainstream financial services sector. While having discussions around risk is important, risk capacity is the preferred approach when advising clients to reach the optimal allocation for structuring their investments.

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2017 and identifying adjustments for 2018 can help you start the new year stronger than ever.

If you are over age 50 and unsure about your ability to meet your retirement goals, there is still time to take action to meet those goals. The IRS allows special catch-up contributions that most individuals do not take advantage of – do not lose out on this gift from Congress.

For future and current retirees, the question is “How much can I safely withdraw from my retirement savings each year?” While the debate rages, here is a fresh look and a simple rule of thumb.

Working during retirement has both financial and non-financial benefits. However, before you go down this route, take into account various considerations.

Establishing a savings plan for 2017 should be done at the beginning of the year. Thoughtful consideration should be placed in determining the type of savings you make to your employer-sponsored retirement plans.

Losing your job can create unwanted financial stress, but there are smart financial moves you can make to sail through this change in your life.