Blog
LPL 2020 Mid-Year Outlook
Submitted by Third Oak Investment Services on July 24th, 2020Debt and Retirement - How to Handle both when Nearing Retirement
Submitted by Third Oak Investment Services on June 30th, 2020An increasing number of Americans are facing an uphill battle just trying to save enough and earn enough on their savings to be able to retire on time.
Avoiding Retirement Woes
Submitted by Third Oak Investment Services on April 3rd, 2020How to Avoid Retirement Woes
Credit Cards versus Debit Cards
Submitted by Third Oak Investment Services on March 20th, 2020Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take money out of your bank account when used, unlike a credit card, which will pay for the purchase and later add the amount of the transaction to your monthly statement.
But are there any other differences between the two?
Credit Cards versus Debit Cards
Submitted by Third Oak Investment Services on March 20th, 2020Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take money out of your bank account when used, unlike a credit card, which will pay for the purchase and later add the amount of the transaction to your monthly statement.
But are there any other differences between the two?
Tax Planning Basics
Submitted by Third Oak Investment Services on February 10th, 2020For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.
Why Financial Literacy is Important
Submitted by Third Oak Investment Services on January 22nd, 2020Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget.
Social Security Facts for 2019
Submitted by Third Oak Investment Services on December 18th, 2019As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.
Top 15 Money Management Tips
Submitted by Third Oak Investment Services on October 23rd, 2019We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.
However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help:
