Choosing where you would like to live during retirement can be a challenge. Such things as cost of living, tax factors, things to do, climate, overall happiness of residents, economy, and proximity of family should all be considered when finding the perfect retirement city. So where should you retire? Check out our list of the top 12 top southeast retirement cities. And wherever you decide to retire, Oasis Wealth Planning Advisors is eager to help you achieve your financial goals. We currently serve clients in Tennessee, Georgia, Florida, and Alabama.

While the SECURE Act did not provide sweeping tax reform, there are a few provisions in this 2019 year-end tax legislation that you should understand. From moving the Required Minimum Distribution age to age 72 to making the “stretch” IRA a bit less elastic, you should revisit your plan to determine the impact to your situation.

Consider helping your recent graduate with the gift of a Roth IRA. The power of compounding in a tax-free environment makes the Roth IRA an incredible opportunity for your recently-graduated child. With proper planning, your child can ace retirement.

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.

Roth 401ks continue to be an underappreciated strategy for long-term retirement savings. Proper analysis is needed, and this review should be done on an integrated basis.

As many parents start ramping up their retirement planning efforts, their kids are also reaching an important next step in life: heading off to college. These tips will help you balance the cost of your own financial goals with the education pursuits of your children.

As people retire and enter the empty-nest phase of life, many choose to downsize their living space. If a more affordable and maintainable home would better meet your needs later in life, this might be a good option for you to consider.

When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.