It's official...we moved our office!
Come visit us at our new location:
6666 Passer Road, Suite 4
Coopersburg, PA 18036
Oaktree Advisors updated their address.
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
OAKTREE-ONLINE.COM
Social Security: Five Facts You Need to Know
OAKTREE-ONLINE.COM
The Average American Budget
For those paying student loans, relief may be available. Federal student loan payments have been moved into automatic forbearance from now until September 30, 2020. Read more details here: https://www2.ed.gov/about/offices/list/ope/caresact.html
The CARES Act amended the rules for inherited 401(k)s, IRAs or Roth IRAs to suspend distributions in 2020. If you have questions, feel free to reach out, I’m happy to help. https://www.forbes.com/sites/jamiehopkins/2020/03/30/cares-act-drastically-changes-required-minimum-distribution-rules-for-2020/#1f25015119a0
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
OAKTREE-ONLINE.COM
Retirement Realities
Oaktree Advisors updated their address.
Oaktree Advisors updated their address.
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
OAKTREE-ONLINE.COM
Social Security: The Elephant in the Room
How prepared are you for retirement?
The Pre-Retirement Checklist
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
OAKTREE-ONLINE.COM
Estate Management 101
