Skip to main content
Oaks Financial Services logo
menu
  • Home
  • About
    • About Us
    • Meet Our Team
    • Our Process
    • Who We Serve
  • Services
    • Retirement Planning
    • Tax Planning
    • Insurance Planning
  • Resources
    • Financial Calculators
    • Useful Links
    • Blog
  • Contact

Blog

Andrew Ward | Jan 14, 2025

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
Read More
Andrew Ward | Jan 7, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
Andrew Ward | Dec 31, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it

Read More
default blog image
Andrew Ward | Dec 24, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

Read More
default blog image
Andrew Ward | Dec 17, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More
Andrew Ward | Dec 10, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

Read More
default blog image
Andrew Ward | Dec 3, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

Read More
Andrew Ward | Nov 26, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

Read More
Andrew Ward | Nov 19, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

Read More
Senior businessmen working at his home
Oaks Financial Services | Sep 25, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Oaks Financial Services | Sep 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Businesswoman communicating with female colleagues while using digital tablet during the meeting
Oaks Financial Services | Sep 19, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3

Contact Info

E | Info@OaksFS.com

P | 952-232-7786

Book an Appointment

Follow

     

Insurance products offered through Oaks Financial Services LLC, a Minnesota registered company. Investment advisory services offered through Fountain Financial Group, Inc. a Registered Investment Advisor in the states of Arizona and Minnesota.

© 2025 Oaks Financial Services LLC All rights reserved.