Money | OAK Wealth Advisors, Inc

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Saving for College 101

Here's a crash course on saving for college.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here's a crash course on saving for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Surprise! You’ve Got Money!

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

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Articles

Countering Counterfeit Currency

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

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Making a Charitable Contribution

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

Glossary of Scam Terms

A helpful glossary of current scams.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

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Videos

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Surprise! You’ve Got Money!

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

View all videos