Oracle Wealth Management

06/18/2026

At Oracle Wealth Management, giving back is an important part of what we do. We’re proud to support the Ronald McDonald House Charities of Greater Chattanooga and the meaningful work they do for families in our community.

We encourage you to learn more about how you can get involved—whether through volunteering, donating, or simply spreading awareness. Every effort can make a difference.

Ronald Mcdonald House Chattanooga: Support for families with sick children. Programs, ways to help. Contact for details. Serving Chattanooga & nearby areas.

06/15/2026

Ever wonder how a Roth IRA conversion works? It’s a way to move assets from a traditional retirement account into a Roth IRA.

Roth IRAs are often discussed for their flexibility, including tax-free withdrawals in retirement if certain conditions are met and no required minimum distributions.

Curious if this approach fits into your overall strategy? Let’s have a conversation.
https://bit.ly/4a3tMxM

06/12/2026

Vacation days come and go, but the memories made with family can last a lifetime.

06/11/2026

Retirement planning often goes beyond traditional accounts like 401(k)s and IRAs. While these may offer tax advantages, they also come with contribution limits and withdrawal rules.

Including taxable investment accounts as part of your overall strategy may provide additional flexibility and access to funds when you need them. A thoughtful approach can help align your plan with your goals and timeline.

https://bit.ly/3S3dkrd

06/09/2026

Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies that can offer long-term growth potential while helping manage volatility, especially during uncertain times.

06/06/2026

Higher Education Day is a great reminder to think ahead when it comes to college planning. There are many ways to save, and the right approach often depends on your priorities, timeline, and overall financial picture.
https://bit.ly/4vwfvlm

06/04/2026

Saving is one thing—creating income is another.
Retirement income strategies focus on turning savings into income over time.
https://bit.ly/4e9cXmj

06/03/2026

We are proud to announce Paige Schober is stepping into a new role as Financial Advisor. Her background in operations with our team for the last 8 years provides a strong foundation to serve clients and she is excited to have an even greater impact in this next step. Congratulations Paige!

06/02/2026

Please join us in celebrating Olivia’s work anniversary! Thank you for all you do and for being an important part of the Oracle Wealth Management team. We’re grateful to have you with us!

05/29/2026

Happy 5/29 Day!

529 plans can be a helpful way to save for education—but there are a few details many people don’t realize:

• Contributions must be made in cash (not stocks or mutual funds)
• Investment changes for existing funds are generally limited to twice per year
• Rules for K-12 expenses can vary by state

Understanding how these accounts work can help you make more informed decisions along the way. https://bit.ly/4nYwQky