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Golden Oak Wealth Management - Thousand Oaks, CA

950 County Square Drive, Suite 106

Ventura, CA 93003

Call Us: 805-765-4101

Golden Oak Wealth Management Golden Oak Wealth Management Golden Oak Wealth Management Golden Oak Wealth Management

Helpful Content

How Much Home Can I Afford?

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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