Great Oak Wealth Management

05/21/2026

Our services are thoughtfully crafted for individuals and families who want personalized guidance, clear strategies, and a plan that grows with them.
​
📲 Swipe through to see which one sounds like you
​
When we work with people who are on that same page, we’re able to deliver the most value- and that’s a win for everyone.
​
Schedule a consultation today at greatoakadvisors.com

05/19/2026

Finding your way after college is stressful- it’s the start of your career, with new financial responsibilities and endless opportunities.
​
Here are our top tips:
​
1️⃣ Start a budget
List your necessary expenses- rent, utilities, groceries, student loans, car loans. What’s left is how much you can spend on discretionary expenses like eating out, streaming services, and vacations.
​
2️⃣ Establish an emergency fund
Whether you lose your job, your car breaks down, or any other unforeseen event occurs, having a safety net will provide peace of mind and keep you out of debt. You should target six months of expenses.
​
3️⃣ Manage your student loan
Begin by getting a clear picture of what you owe- know whether your loans are federal, private, or both, how much you owe, how many years are left, and what interest rates you’re paying.
​
4️⃣ Start saving for retirement
Yes, now. It’s never too early to start saving.
​
5️⃣ Build and protect your credit
Pay your bills on time and avoid maxing out credit cards. A credit score above 750 will allow you to access the best loan, insurance, and mortgage rates.
​
6️⃣ Don’t skip health insurance
Accidents and illnesses do occur. Hopefully your employer provides health insurance through the benefits package. If not, you can be insured as a dependent on your parents’ health insurance plan if you’re under 26.
​
The strategies you begin to implement now will lay the foundation for your financial habits and will shape your future.
​
Want the full breakdown?
Read more on the blog: https://www.greatoakadvisors.com/financial-tips-for-new-college-graduates/

05/13/2026

Most tax advice focuses on the low-hanging fruit. Max out your 401(k), contribute to an HSA, call it a day. That works fine until your wealth hits a certain level- and then those cookie-cutter rules just don’t cut it anymore.
​
High income earners need a plan that’s built around their entire financial picture- tax strategy, equity comp, retirement planning, and long-term wealth building- not a generic checklist.
​
And that’s exactly what we do.
​
Learn more about how we help high income earners make smart, confident financial decisions at greatoakadvisors.com

05/11/2026

Starting a family is one of the most exciting (and expensive) seasons of life.

And yet financial planning for young families is one of the most overlooked topics out there.

Swipe through for 5 things every young family should have in place:

1️⃣ Know exactly what you have and where it is
2️⃣ Save early, and in the right order (retirement before college)
3️⃣ Don’t let emotion drive big financial decisions
4️⃣ Protect your family with the right insurance and an emergency fund
5️⃣ Get your estate plan updated before you need it

The families who get ahead aren’t the ones who earn the most. And they’re usually the ones who planned early.

Link in bio to learn more or to schedule a call.

https://www.greatoakadvisors.com/5-key-tips-for-successful-financial-planning-for-young-families/

05/06/2026

“Retire early with financial independence.” It’s a great tagline🔥
​
But the FIRE movement only works for people with very specific circumstances, and most people don’t talk about that.
​
FIRE requires saving up to 70% of your income, living extremely lean for years, and having the discipline to stick to a strict withdrawal rate in retirement- even when markets are down.
​
📲 Swipe through to see the 3 red flags that suggest FIRE might not be the right path for you.
​
The good news: not being a FIRE candidate doesn’t mean you can’t ever retire or are in financial ruin.
​
It just means your plan needs to be built around your life and context, not a broad movement.

greatoakadvisors.com

05/05/2026

Are you maximizing your retirement savings?

📲 Swipe to see what you can contribute to your retirement accounts in 2026
​
The numbers are higher than you might think. And if you’re 60–63, there’s an extra opportunity most people are missing.
​
Knowing the limits is step one. Actually using them is where the real work, and reward, is.
​
Read the full guide on our blog: https://www.greatoakadvisors.com/how-to-maximize-your-wealth-with-a-taxable-investment-account/

04/27/2026

And it has a triple tax advantage no other account can match.
​
✅ Contributions go in tax-free
✅ Growth is tax-free
✅ Withdrawals for qualified medical expenses are tax-free
​
For 2026, individuals can contribute up to $4,400, and families up to $8,750. Add $1,000 more if you're 55+.
​
After 65, you can withdraw for ANY reason (just like a traditional IRA), but without ever having required minimum distributions.
​
Are you enrolled in a high-deductible health plan?
You might be sitting on an opportunity you're not using.
​
Read the full breakdown on our blog: https://www.greatoakadvisors.com/7-ways-an-hsa-can-help-you/

04/22/2026

Some of the most important moments to check in on your financial plan are the ones you don’t expect. 

📲Swipe through to see these top 5 moments where having a financial plan makes all the difference. 

A financial plan is a living strategy that evolves with you. If any of these moments are on your horizon, it might be time to talk. 

Link in bio.

02/06/2025

Do I stay or do I go? Employees today are facing more choices and transparency in the job market thanks to ever-increasing employment mobile apps and websites. They also are facing the option to go out on their own in the gig economy. Here are a few best practices that can be applied when changing jobs, no matter your age bracket. https://www.greatoakadvisors.com/maximize-change-benefit-your-career/

02/04/2025

Selecting a financial advisor that is a good fit for you can be a struggle, and many questions can arise when searching for a qualified financial advisor. We have collected and tackled many of those important questions in our FAQ section. https://www.greatoakadvisors.com/faqs/

01/30/2025

Those just around the corner from retiring will have a way to sock away more money in their nest egg. In 2025, SECURE 2.0 created enhanced catch-up contributions for individuals ages 60 to 63, allowing you to supercharge your savings for retirement.

In 2025, SECURE 2.0 created enhanced catch-up contributions for individuals 60 to 63, allowing you to supercharge your retirement savings.