Oracle Wealth Management

10/16/2026

Thank you, Jimmy, for your leadership, dedication and the example you set for the Oracle Wealth Management team each day. We appreciate all you do!

Happy Boss’s Day!

10/15/2026

It’s HSA Day!

A Health Savings Account (HSA) offers eligible individuals a tax-advantaged way to save for qualified medical expenses, both now and in the future.

Have questions about how an HSA may fit into your financial plan? Let’s start a conversation.
https://bit.ly/3W8dlvS

10/12/2026

National Savings Day! There’s more than one way to save.

Depending on your goals and circumstances, your financial plan might include:

• Emergency savings
• Retirement accounts
• Education savings
• Health Savings Accounts (HSAs)
• Saving and investing for longer-term goals

The right mix will look different for everyone. A financial advisor can help you review your options and consider how they fit into your broader financial picture.

https://bit.ly/3VF5FkM

10/09/2026

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

10/08/2026

Happy Birthday, Joy! Wishing you a wonderful day filled with plenty of reasons to celebrate. Here’s to a great year ahead!

10/06/2026

Some people have a retirement plan. Others aren’t quite sure where to start.

October brings added attention to both financial planning and retirement planning, making it a timely opportunity to take a closer look at your goals.

Whether you’re getting started or reviewing a plan you already have, we’re here to help you explore your options and consider what may make sense for your circumstances.
https://bit.ly/4AWgS0s

10/01/2026

October is Financial Planning Month. Have any of your financial goals changed recently?

A financial plan isn’t static. As life evolves, your plan may need to evolve with it.
https://bit.ly/4rHxioV

09/30/2026

Open enrollment will be here before we know it, and it's a great opportunity to review more than just your health insurance.

From retirement plan contributions and life insurance to health savings accounts and other workplace benefits, a quick review can help ensure your selections still align with your needs and goals.

Before checking the same boxes as last year, take a few minutes to review your options. If you'd like help understanding how your employer benefits fit into your overall financial picture, we're happy to have a conversation.
https://bit.ly/3VYmZB6

09/28/2026

09/27/2026

Happy Birthday to the man himself, Jimmy Scotchie! 🎉

Today we're celebrating Jimmy and all that he brings to our team.

Join us in wishing Jimmy a very happy birthday!