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Oasis in the News: Oasis Quoted in NFIB Small Business Article Thumbnail

Oasis in the News: Oasis Quoted in NFIB Small Business Article

Oasis Wealth's Founder and Wealth Advisor, Steve Martin, provided his wisdom in an article in the National Federation of Independent Businesses site that dealt with working with business owners planning for retirement. In this Karen Sams April, 2017 article titled "Retirement Planning Musts for Small Business Owners" in the NFIB, Steve stresses the importance of tying the analysis of the business income and the business sale with the personal retirement analysis. Steve stressed that the "analysis should include cash flow and net worth projections, estimated living expenses, income taxes incurred upon the sale of the business and throughout retirement, and major purchases in retirement."

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Why Your Teenager Needs a Roth IRA Thumbnail

Why Your Teenager Needs a Roth IRA

Your teenager may not get rich mowing lawns or babysitting the neighborhood children, but contributing some of those weekend earnings to a Roth IRA can pave the road to a more secure financial future. Though Roth IRA contributions are not tax deductible, most teens pay little or no taxes anyway, and Roth IRAs will allow their money to grow tax-free for decades.

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What Are the Benefits of Having a Financial Planner? Thumbnail

What Are the Benefits of Having a Financial Planner?

Employing a financial planner is not an inexpensive proposition, so the obvious question is, “Are they worth it?” Morningstar and Vanguard have each undertaken studies to quantify the impact good of a good advisor from an investment standpoint, but true fee-only financial planners can add significant value above and beyond the investments. Many folks want a trusted, objective advisor to help them achieve their goals.

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