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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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Wednesday, September 7, 2022

Designating a Beneficiary for Life Insurance A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy. Some states require that your beneficiary have an insurable...

 

Wednesday, September 7, 2022

When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice...

 

Sunday, August 28, 2022

The Inflation Reduction Act includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate repurchases of stock.The Inflation Reduction Act, signed into law on August...

 

Tuesday, August 2, 2022

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a...

 

Tuesday, August 2, 2022

Black Swans: Short-term Crisis, Long-term Opportunity. Considering the high levels of uncertainty, what should investors do?Buy on Fear, Sell on Greed?Legendary investor Warren Buffet is a big proponent of this strategy. When...

 

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Tuesday, July 26, 2022

Goods versus ServicesBefore we think about the new world order that global inflation may enter, let’s start with the good news within the United States. The Federal Reserve’s (Fed) preferred measure of inflation, the core...

 

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

 

Thursday, July 7, 2022

Revisit Your Investment Strategy at Each Age MilestoneAs the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning...

 

Wednesday, June 1, 2022

Reducing your emotions can give you a better chance for investing success.Money is always an emotional subject, but often when our emotions get involved with our investments we will make wrong decisions. And that can be a costly...

 

Wednesday, June 1, 2022

What Do You Really Know About Bear MarketsA “bear market” occurs when stock prices in general are falling, and then widespread pessimism sustains the continued drop in prices. The stock market becomes a bear market...

 

Thursday, May 19, 2022

When you invest in the stock market, you want to see growth, but unfortunately, in most cases, investments do not grow all the time. Inevitably, the market goes up and down, and to safeguard your potential for long-term growth, you...

 

Friday, May 6, 2022

If you own a business and want to diversify your assets by investing in stocks, today’s online brokerages make trading fairly easy. However, stock investing is risky, especially in a volatile market. Here are four key...

 

Thursday, April 7, 2022

Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate. First, the Social Security Trust Fund was created in 1939 as part of Old Age and Survivors Insurance by...

 

Thursday, April 7, 2022

Making sure your investments help you work towards your true life goals Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that may lead us to make financial mistakes. In his book...

 

Tuesday, March 1, 2022

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time...

 

Tuesday, March 1, 2022

A traditional IRA offers a great way to shield income from taxation while boosting your retirement accounts. Meanwhile, a Roth IRA can let you pay tomorrow's taxes today. But how can workers who are eligible to contribute to either...

 

Thursday, February 3, 2022

For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement...

 

Thursday, February 3, 2022

Download the 2021/2022 Tax Season at a Glance guide from LPL.

 

Wednesday, January 19, 2022

 

Sunday, January 2, 2022

 

Wednesday, December 29, 2021

 

Friday, December 3, 2021

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...

 

Friday, December 3, 2021

Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Following are important information and tools to help you get ready. As always, meeting with your financial professional early and...

 

Wednesday, November 3, 2021

Many have heard Social Security retirement benefits referred to as part of the "three-legged stool" of retirement: Social Security, a pension or defined benefit plan, and personal savings.1 The idea is that with these three sources of...

 

Wednesday, November 3, 2021

The more money that you can save when you are working, the easier it should be for you to retire and enjoy your golden years. Unfortunately, Social Security may no longer provide a sufficient income to live on during retirement. To...

 

Wednesday, November 3, 2021

It may be easy to forget we're nearing the end of the year. Even during the busy end-of-year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline...

 

Wednesday, October 13, 2021

A well-structured estate plan can be invaluable to you and your family It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that...

 

Monday, October 4, 2021

Many people routinely plan for vacations, their children’s college education, home renovations, and, of course, retirement. But when it comes to planning for long term care, most would rather not think about it—or at best,...

 

Thursday, September 23, 2021

To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of contributing to the investment....

 

Thursday, September 16, 2021

But the U.S. median VC fund size is also at its highest level since 2008… On July 8th, research firm FactSet reported that for the first half of 2021, venture capital (VC) investments have reached over $280 billion, surpassing...

 

Tuesday, August 24, 2021

The headline Consumer Price Index is important only as a general gauge What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. Inflation could wallop someone with kids...

 

Tuesday, August 24, 2021

Remember, it is never too early to start planning for your future. The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to...

 

Thursday, August 5, 2021

Why the inflation rate doesn’t tell the whole story – all it takes is a spike in a category like used cars to cause consumer prices to soar. Markets, economists and policymakers have been fretting about inflation for months...

 

Thursday, August 5, 2021

When it comes to retirement plans, there is no one-size-fits-all approach for how to invest. While there are some basic strategies everyone should follow, it’s important to keep in mind retirement plans will vary, depending on...

 

Monday, July 26, 2021

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...

 

Thursday, July 22, 2021

Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial...