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Avoiding Retirement Woes

Submitted by Third Oak Investment Services on April 3rd, 2020

How to Avoid Retirement Woes

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Credit Cards versus Debit Cards

Submitted by Third Oak Investment Services on March 20th, 2020

Most 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?

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Credit Cards versus Debit Cards

Submitted by Third Oak Investment Services on March 20th, 2020

Most 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?

  • Read more

Tax Planning Basics

Submitted by Third Oak Investment Services on February 10th, 2020

For 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.  

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Why Financial Literacy is Important

Submitted by Third Oak Investment Services on January 22nd, 2020

Being 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.

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Social Security Facts for 2019

Submitted by Third Oak Investment Services on December 18th, 2019

As 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.

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Top 15 Money Management Tips

Submitted by Third Oak Investment Services on October 23rd, 2019

We 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: 

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Planned Giving Goes Further

Submitted by Third Oak Investment Services on October 4th, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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AICPA Highlights 6 Recent Personal Finance Trends

Submitted by Third Oak Investment Services on September 11th, 2019

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

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Avoiding Retirement Woes

Submitted by Third Oak Investment Services on August 30th, 2019

How to Avoid Retirement Woes

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  •  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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