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5 Year-End Tax Planning Opportunities

Submitted by Third Oak Investment Services on January 24th, 2024

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

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Understanding Your True Risk Tolerance

Submitted by Third Oak Investment Services on July 28th, 2022

The recent stock market volatility, the bear market, the ever-growing inflation rate, and ongoing supply issues have taken a severe toll on the American psyche. For some, it has forever altered how they perceive and manage risk.
Understanding your risk tolerance is considered one of the most important elements of investing.

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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Third Oak Investment Services on September 7th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

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Understanding Exchange-Traded Funds

Submitted by Third Oak Investment Services on July 29th, 2021

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds.

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Should You Retire at the Same Time As Your Spouse?

Submitted by Third Oak Investment Services on July 29th, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Third Oak Investment Services on February 4th, 2021

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Third Oak Investment Services on December 11th, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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Weekly Market Performance September 4, 2020

Submitted by Third Oak Investment Services on September 5th, 2020

https://share.gainfully.com/of/peter-welsh-m72nc/content/2521714/weekly-market-performance-september-4-2020-bumpy-september-start-for-the-markets/

LPL 2020 Mid-Year Outlook

Submitted by Third Oak Investment Services on July 24th, 2020

 

 

LPL Mid-Year Outlook

Debt and Retirement - How to Handle both when Nearing Retirement

Submitted by Third Oak Investment Services on June 30th, 2020

An 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.

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Baraboo, WI
53913 USA

  •  Tel: 608-356-7449
  •  jennifer.kinzler@thirdoakinv.com

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Baraboo State Bank & Third Oak Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Third Oak Investment Services, and may also be employees of Baraboo State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Baraboo State Bank or Third Oak Investment Services. Securities and insurance offered through LPL or its affiliates are:  

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May Lose Value

 
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