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
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
Tax-Related Provisions in the Inflation Reduction Act Thumbnail

Tax-Related Provisions in the Inflation Reduction Act

The Inflation Reduction Act of 2022 included a few tax-related provisions that may impact your situation. The extension of the more favorable premium tax credits will apply for those retiring before age 65. There are credits available for those looking to purchase elective vehicles or make energy-related improvements to their home. Finally, those spending a considerable amount on prescriptions under Medicare may obtain some relief through this legislation.

Read More