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The Oak Leaf

A short, useful newsletter. No spam, ever.

Plain-language notes on what's happening and what it means for your plan. Every issue is here to read, no signup required.

  1. Issue 10

    Higher rates, and a plain-language look at structured notes

    What higher interest rates mean if you're retired, what a structured note actually is, and a profile of attorney Kimberly Hanlon.

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  2. Issue 3

    Not all retirement dollars are created equal

    A look at tax diversification and the book Tax-Free Retirement, what's new on our website, and an introduction to Andy Ward.

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  3. Issue 1

    Happy Holidays, and five year-end tax moves worth a look

    Season's greetings, five simple ideas before the tax year closes, and an introduction to CPA David Paul.

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