Variable universal life insurance is permanent life insurance—it remains in force for the policyholder's whole life. And, as with universal life insurance, it provides a flexible premium and an adjustable benefit—meaning the policyholder decides...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Estimating the Cost of College
Public Costs. Average in–state tuition and fees for public four-year institutions was $9,970 for the 2017-2018 school year. Out-of-state tuition for these same institutions averaged $25,620. Source: College Board, 2017 It doesn’t take a degree in...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: How to Appeal Your Property Taxes
Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers dispute their assessment.¹ For homeowners who think their local...
Read MoreOak Partners Celebrates Clients at Annual Holiday Client Advocacy Dinner
For a financial advising firm such as Oak Partners, few things are as moving as receiving the total trust of their clients. On Thursday December 6, Oak Partners celebrated the trusted bond they share with their clients, by hosting them at Gamba...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Life and Death of a Twenty Dollar Bill
Daily Production In 2017, the government will print roughly 19 million notes a day, totaling about $209 billion in value for the year. More than 90% of the newly minted notes will replace notes already in our circulation. Source: Federal Reserve,...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Finding Hope Post-Election
What if last Tuesday was just what the doctor ordered for investors and our nation? For the most part, there were no logical surprises in the mid-term elections this week. The models, and history, all indicated the Democrats should take the House of...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: College Loan Process Must Be Managed Closely
As we talked about last week, my family is in college shopping mode. We’ve got our list narrowed down to a few different schools. A few are smaller private Catholic universities and, of course, Purdue. The “sticker price” of the private schools...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: The College Experience Begins With Financial Aid
Our family has been in college visit mode for the past six months. My second daughter, a spunky redhead with a huge heart, is on deck. Her high school performance has been exceptional, so no school is out of the realm of possibility. Colleges have...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Time for Gen X to Focus on Retirement Plans
OK guys, I guess it's time to get serious. For the first time in my career, during new-client intake meetings, people are beginning to ask, “What is the plan for your practice when you retire”? Maybe it’s the wrinkles around the eyes, maybe...
Read MoreMarc Ruiz of Oak Partners, Mind on Money: Beware the ‘Pot Stock’ Frenzy
If I must have one more conversation about marijuana stocks I’m going to need a drink. With the impending high-profile recreational legalization of marijuana in Canada, “pot stocks,” whatever they are, have gone insane over the past two weeks,...
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