Category: Financial Planning & Budgeting

There has been a lot of talk about Universal Basic Income (UBI) over the past few years. It has recently resurfaced as former Presidential…

A recession is undoubtedly going to occur in 2023. Leading indicators, economic indicators that lead the overall economy, are signaling a 98% probability that…

The economy is standing on the precipice of entering into a recession. Leading indicators, economic indicators that precede the overall economy, are forecasting a…

Where should you save your money first? Should you prioritize funding an emergency fund or paying off high-yield debt? Should you max out your…

Whether you make $100K/year or $1MM/year, you likely need a budget. We have worked will all different types of individuals, each with their own…

The Health Savings Account (HSA) is perhaps the most underutilized account type out there, even though it offers the highest number of tax benefits….

I am very excited to share that Bull Oak Capital is growing! Peter Campbell has joined the firm as our Lead Advisor, where he…

Knowing where you stand financially is important, no matter what stage of life you are in. Most important among all financial indicators is your…

(Updated on 2/10/2021) Choosing a financial advisor to work with is a big decision. The right financial advisor can have a measurable impact on…