This article provides links to various websites that discuss life planning, passionate pursuits in retirement, bucket lists, and minimalism.

This edition of Oasis Wealth Planning’s newsletter provides insight on making decisions for the future as well as after you are gone and explains why we embrace market pricing as part of our investment management philosophy.

Financial planning is not about merely the numbers. Properly done, financial planning is life planning – helping you live an intentional and meaningful life. We hope you enjoy today’s inspirational quotes.

In honor of July 4th, we are providing a bucket list of patriotic places to visit throughout our vast and varied country. Whether you are still working or are newly retired, it is always beneficial to take a step back and consider whether your "life planning" goals need to be updated or acted upon in a more intentional manner.

Empathetic listening coupled with asking probing questions brings a richer conversation with those we love and is the essence of life planning, a growing segment of financial planning for many holistic financial planners.

Need a getaway to relax and unwind, but don’t have the funds? Try getting the whole family involved with these money-saving ideas to reach your goal of a well-earned vacation.

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.

Although most people 50 and older have personally saved a certain amount for retirement, fewer than half (45%) have calculated how much they will need to live comfortably in retirement and far fewer have looked at the related issues surrounding their wealth.