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Oceanside Private Wealth Management At Oceanside Private Wealth Management our goal is to help you gain confidence in your financial fut

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower...
09/07/2024

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
26/06/2024

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

24/06/2024

This piece presents an overview of fundamental steps to consider when a loved one passes.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
21/06/2024

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
19/06/2024

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
17/06/2024

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.
14/06/2024

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.

The earlier you start pursuing financial goals, the better your outcome may be.

Where will your retirement income come from? Do you know all the choices available?
12/06/2024

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Low car lease payments look great, but do you really save money in the end?
10/06/2024

Low car lease payments look great, but do you really save money in the end?

This calculator compares the financial impact of leasing versus buying an automobile.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
07/06/2024

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

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