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Category: Financial Planning & Budgeting


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Benefits of Saving For Retirement Early

December 18, 2018

One of the joys of retirement is sitting back and enjoying the fruits of your long years of labor. Retirement offers you the chance…

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Why Retirement Planning Is Important

December 4, 2018

Do you know what your target retirement age will be? Have you assessed what your costs will be post-retirement? Have you thought about your…

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How To Choose a Financial Advisor

November 5, 2018

If you are in the market for financial advice, chances are you are considering working with a financial advisor. Making the right choice when…

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How Much Does a Financial Advisor Cost?

November 5, 2018

When selecting a financial advisor, one of the most important considerations for many individuals is how much the service will cost them. Understanding the…

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Rising Interest Rates And Its Effects

Rising Interest Rates and its Effects

February 25, 2018

After nearly a decade of speculation, interest rates have finally began to increase as inflation has started to pick up (about time). The impact…

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Should I Rollover My K

Should I Rollover My 401k?

November 16, 2017

Though clients come to Bull Oak for a variety of San Diego financial services, a common question we’re asked is “should I rollover my…

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Rental Income And Retirement Planning

Rental Income and Retirement Planning

November 3, 2016

While there are many options for San Diego financial services, real estate questions are frequent and it’s important to consult a financial advisor when…

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Who Will Inherit Prince’s Estate?

May 3, 2016

Prince died unexpectedly in Minnesota on April 21st, and the cause of his death is still a mystery. There are reports that Prince died…

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Five Star Wealth Manager Award

2016 Five Star Wealth Manager Award

January 22, 2016

For this week’s newsletter, I talk about winning a wealth manager award and fiduciary responsibility. 2016 Five…

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