Over the past 30 years, Oak Partners has cultivated a strong network of clients largely thanks to its staff’s commitment to strong character and high-quality wealth and retirement planning. The new hires, promotions, and retirements of Oak Partners’ staff …

We’ve all had those parenting fail moments, when our stern warnings turn to threats, and then our threats turn to more creative threats and then, nothing, as the kid gets away with it (for awhile anyway). My best frame of reference is in church when my son …

The world is always ending. Especially if you use gold company commercials and Tik Tok influencers as your primary source of financial advice. Sure, bad stuff does happen, and we’ve all been through a lot over the past couple decades. From 9/11 to the …

Oak Partners is committed to keeping its clients educated and informed so they can make the best possible financial decisions, and one of the ways it does that is through events. On Wednesday, August 30, Oak Partners held its annual Halftime event to treat …

I have to admit, I think the State of Indiana does a lot right. Not everything, mind you; I think our roads were neglected for too long and now, after the gas tax increases over the past five years, it seems like every road is being repaired, all at once …

I took my mask off as I walked out the door of Skyline Chili just outside of Batesville, Indiana, in June 2020. It was a beautiful summer evening, the sun was going down behind the trees, shining its last light on my 2010 Jayco Greyhawk Class C motorhome …

I took my mask off as I walked out the door of Skyline Chili just outside of Batesville, Indiana, in June 2020. It was a beautiful summer evening, the sun was going down behind the trees, shining its last light on my 2010 Jayco Greyhawk Class C motorhome …

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.1 While the number may shock you, it is not surprising that many …

How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home or are considering doing so, you may want to be aware of these new rules. HOME SALE If you owned and lived in your home for two of …