One Oak Wealth Management

10/19/2026

This week is National Estate Planning Awareness Week, a reminder that estate planning is about more than assets. It's about helping ensure your wishes are honored and your loved ones are protected.

Many Americans still don't have an updated estate plan in place. Now is a great time to review your documents and make sure they reflect your current goals and priorities.

🔗 Visit our website to learn more about the importance of estate planning: www.oneoakwm.com

10/16/2026

When should you start taking Social Security benefits? The answer is different for everyone. Your claiming age can affect your monthly income, retirement strategy, and long-term financial goals. Understanding the trade-offs can help you make a more informed decision about when to begin receiving benefits. Read the article to explore the factors that may influence your choice.

When to start receiving Social Security benefits is a personal decision.

10/14/2026

Check out our latest Weekly Market Commentary for insights, trends, and expert analysis.

Read more today: https://hubs.la/Q02JnXJD0

10/12/2026

Long-term care isn't just a healthcare issue. It's a financial planning consideration that can affect your retirement goals, assets, and loved ones.

This Long-Term Care Awareness Month, take a moment to explore the realities of long-term care, understand the potential costs, and learn why planning ahead matters. Swipe through for key facts and considerations that can help you make informed decisions about your future.

10/09/2026

November is Long-Term Care Planning Month.

Planning for future care needs is an important part of a comprehensive financial strategy. Whether your goals include protecting assets, maintaining independence, or helping reduce the impact on loved ones, taking a proactive approach today can help you prepare for what lies ahead.

Start the conversation now and explore your options before they're needed.

10/08/2026

Passing down wealth is about more than transferring assets. It’s about preparing the next generation for the responsibility that comes with it. While many family fortunes are lost within a few generations, open communication, shared values, and thoughtful planning can help create a lasting legacy.

Read our latest blog to learn why transparency is key to a successful wealth transfer: www.oneoakwm.com/blog

10/05/2026

🌟 Celebrating two important milestones!

Congratulations to Michelle Vu for 13 incredible years and Michele Snyer for 4 wonderful years. Your commitment, expertise, and contributions help make our team stronger every day. Thank you for all you do! 🎊

10/02/2026

October marks National Financial Planning Month — and the start of the fourth quarter. With three months left on the calendar, it's a natural checkpoint to pause and check in on your goals before the year closes out.

Whether it's been months or years since your last review, there's no better time than now to make sure your plan still reflects where you're headed.

Reach out to our team to schedule a conversation about your financial plan: www.oneoakwm.com