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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

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Helpful Content

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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Comparing Investments

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

College Savings

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

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

My Retirement Savings

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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