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Approaching Retirement? Critical Information You Can't Afford to Miss!   Read Now

Blog

Image of a sailboat sailing on a lake, with cloudy weather above.
Oakwell Private Wealth Management | May 22, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Oakwell Private Wealth Management | May 15, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Oakwell Private Wealth Management | May 8, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Market Volatility
Oakwell Private Wealth Management | May 1, 2024

Why are markets volatile?

Investments
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
Read More
Older couple embracing on a boat overlooking a body of water
Oakwell Private Wealth Management | Apr 24, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Oakwell Private Wealth Management | Apr 17, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
Oakwell Private Wealth Management | Apr 11, 2024

Can stocks go higher?

Inflation
Investments
Economy
Interest
The stock market rocketed to new record highs after the latest Federal Reserve meeting. Will markets continue to rise? Let's discuss.
Read More
Oakwell Private Wealth Management | Nov 8, 2023

Retirement Planning: What do Military Families Need to Know?

Financial Education
Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge because you need
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Tax Savings Secure Act 2.0 | Oakwell Private Wealth Management
Oakwell Private Wealth Management | Oct 1, 2023

Calculate Your Tax Savings Under The Secure Act 2.0

Financial Education
In the ever-evolving healthcare landscape, medical practices face many challenges, from keeping up with advancements in treatment to managing overhead costs
Read More
Oakwell Private Wealth Management | Sep 13, 2023

Understanding Social Security Benefit Taxation

Financial Education
Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income, these benefits are taxed by the government. To
Read More
Oakwell Private Wealth Management | Aug 23, 2023

Estate Planning Tips for Blended Families

Every family is a little different, and that’s what makes families so beautiful! One common family structure is the blended family, which is a family that
Read More
Oakwell Private Wealth Management | Aug 16, 2023

Why Many Americans Retire Earlier Than Planned

Financial Education
The traditional retirement age in the United States is 65, the age at which most people are eligible to begin receiving full Social Security benefits. But many
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3200 Steck Avenue, 
Suite 200, 
Austin, TX  78757

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1619 East Common Street, 
Suite 1101, 
New Braunfels, TX  78130

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6300 183A Toll Road, 
Suite 260, 
Leander, TX 78641

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Oakwell Private Wealth Management is a Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional or attorney before implementing any strategy or recommendation discussed herein.

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