Social Security, Dividends, Annuities & Taxes: Crafting an Income Plan that Can Save You Money

The Hidden Tax Impact of Social Security & Other Income Sources in Retirement

Retirement Guide: 6 Things to Avoid When You’re 5-10 Years From Retiring

Sign Up to Sponsor the 2nd Annual Oak Harvest Golf Tournament to Benefit The Boys & Girls Country

Social Security & Taxes in 2025: New Rules, New Strategies to Keep More of Your Money in Retirement

Are You 60 to 63? You Just Got a HUGE 401(k) Retirement Benefit—But It’s Temporary!

Bond Funds vs Individual Bond Breakdown and Why Your Retirement Strategy Might Be All Wrong

Oak Harvest's 1st Half 2025 Market Outlook Summit

Social Security Fairness Act Explained: What It Means for Your Retirement

Understanding Bonds for Retirement: Basics, Market Insights, and How Brokers Get Paid

2024 Stock Market Wrap-Up: Hits, Misses, and Insights from Oak Harvest Investment Team

Hidden Dangers in your Portfolio: Creating a Risk Management Plan for Your Retirement

Post-Election Market Insights: How Could the Election Results Impact Your Retirement Portfolio?

14% Gains with 60% Short Term Losses: Is Chasing Market Returns Worth the Risk in Retirement?

I’m 50 with $800K Saved: Avoid the RMD Trap and Save Big on Taxes in Retirement

Live Retirement Planning Session: I'm 65 with $1.4M in IRAs

I’m 50 with $800K, Can I Retire at 60? How Social Security, Inflation and Taxes Impact Your Savings

Soft Landing or Crash? How the Fed’s Decision May Impact the Stock Market and Your Retirement