Category: Retirement

There is a little-known strategy where one could save up to $40,500 into a Roth IRA per year. Sound too good to be true…

A recent article discussing why college is so expensive had me thinking as to the true reasons. With two young children and many clients…

As a cash-flow based financial advisor, I have created hundreds of unique financial plans. Some plans focus on building passive income, while others focus…

There’s a movement of early retirement seekers called FIRE or Financial Independence Retire Early. Retiring early is achievable, even easy, in many lower cost-of-living…

If you are nearing retirement, or are already retired, chances are pretty good that you are keeping a close eye on your portfolio. Retirement…

If you are looking forward to retirement, you aren’t alone. Most people look forward to the day where they can leave their day job…

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

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…

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…