1.Oak Financial

28/10/2026

Retirement isn't just about how much you save.

26/10/2026

We're proud to celebrate our very own Chief Operating Officer, Kaitlan Costner, on being named one of Inside Business' 2026 Top Forty Under 40 honorees! 🎉

Kaitlan's leadership, dedication, and passion for making a difference are instrumental to the growth and success of 1.oak Financial. Her commitment to excellence extends beyond our office and into the community we proudly serve.

This recognition is well deserved, and we couldn't be more excited to see her accomplishments celebrated!

Please join us in congratulating Kaitlan on this incredible achievement! 👏

🔗 Read her feature below.

Kaitlan Costner is the Chief operating officer at 1.oak Financial.

26/10/2026

Giving back is better together! 🧡🦃

We're getting ready to spread a little extra gratitude this Thanksgiving, and we'd love for you to be part of it!

Join 1.oak Financial on Friday, November 13, from 12–4 PM for our Thanksgiving Packing Party as we prepare 200 meal bags for local families in support of ForKids.

Can't make it to the packing party? You can still make a difference by donating supplies to our Thanksgiving meal drive!

🍂 Here's how you can get involved:

🤝 RSVP for the Packing Party:
https://wkf.ms/476pW57

🛒 Donate through our Walmart Wishlist:
https://www.walmart.com/lists/shared/WL/330417e7-1736-4fd6-9e24-38aff5774ea6

Together, we can make a meaningful difference in our community!

25/10/2026

Cue the confetti for Andrew Avery! 🎊🥳

Wishing a massive Happy Birthday to a truly invaluable member of the 1.oak Financial family.

Thank you for your hard work, great vibes, and for always being a reliable teammate.

We hope your special day is packed with celebration and that this next year brings you everything that makes you feel fulfilled.

Drop a 🎉 below to help us celebrate Andrew!

22/10/2026

Join us in wishing Marcus Washington a very Happy Birthday! 🎉🎂

Marcus has a genuine heart for helping others, and it shines through in the care and dedication he brings to his work every day. His commitment to making a difference and putting people first makes him such a valued part of our 1.oak Financial family.

Marcus, we hope this next year brings you plenty of happiness, new adventures, and special moments with the people you love most. You deserve to be celebrated!

Help us show Marcus some birthday love in the comments! 🥳🎈

15/10/2026

Great financial planning starts with understanding what matters most.

Our founder, Mike Milligan, CFP®, is helping shape the next generation of financial planners through his work as an adjunct lecturer at Old Dominion University.

His approach to teaching reflects the same philosophy behind 1.oak Financial: Your money should support your life, not the other way around. We're proud to see Mike's commitment to financial education recognized by ODUGlobal.

Read the feature on our website here: https://www.1oakfinancial.com/press/

14/10/2026

Meet the Retirement Red Zone.

14/10/2026

𝐒𝐞𝐧𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐜𝐡𝐞𝐞𝐫𝐬 𝐭𝐨 𝐂𝐡𝐫𝐢𝐬𝐭𝐢𝐧𝐚 𝐨𝐧 𝐡𝐞𝐫 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐝𝐚𝐲!🥂

Thank you for being such an essential and bright part of our workplace. Your dedication and kind spirit never go unnoticed. May this next trip around the sun bring you endless joy, peace, and new adventures.

𝐇𝐚𝐩𝐩𝐲 𝐁𝐢𝐫𝐭𝐡𝐝𝐚𝐲, 𝐂𝐡𝐫𝐢𝐬𝐭𝐢𝐧𝐚! ✨

Join us in wishing Christina Hill a wonderful birthday in the comments! 🎉

12/10/2026

Did you know crossing an income line by just $1 in retirement could cost you and your spouse thousands of dollars every year? 🤔📍

In this episode 60 of the Ideas by Mike™, Mike Milligan, CFP® sits down with Mark Annese, IRMAACP™, a technologist, data analyst, and creator of the IRMAA Certified Planner designation (now merged with the National Social Security Association).

Mark explains how the Income-Related Monthly Adjustment Amount (IRMAA) acts as a hidden tax surcharge on Medicare Part B and Part D premiums—and why most retirees don’t realize they’ve triggered it until it’s too late. 🤯

🔗 Check the full episode here: https://youtu.be/4oBClglIwzs?si=7ZFM762zXXkJqmvQ

08/10/2026

A little generosity goes a long way! 🧡🦃

This Thanksgiving, 1.oak Financial is coming together to support ForKids and help provide 200 Thanksgiving meal bags for local families facing housing instability and other challenges.

Whether you're donating supplies or joining us for our packing party, there's a way for everyone to lend a hand! Take a look to see how you can get involved!

Ready to help? Screenshot the flyer, then press and hold the QR code in your photo gallery to access the donation wishlist or RSVP. Or just go to the links provided below.

Walmart Wish List: https://www.walmart.com/lists/shared/WL/330417e7-1736-4fd6-9e24-38aff5774ea6

Packing Party RSVP: https://wkf.ms/476pW57

Together, we can make the holiday season a little brighter for our neighbors!