Jessica Dowell grew up in Northwest Indiana and is a graduate of Indiana University Northwest, where she received her BA in Communication. After completion of her degree, she pursued roles in Client Relations, HR, Marketing, and Office Management....
Over the years helping families with their financial planning, I have come to appreciate the creation and maintenance of a well-crafted estate plan. By providing a solid road map of resources and intentions, an estate plan should not only serve to...
Over the past few months I have unfortunately experienced a higher than typical level of people in my life passing away. A number of the passing individuals were clients, and so I was also involved with counseling the family regarding funding for the...
Well, that didn’t go very well. On Wednesday, the Federal Reserve conducted its last policy meeting of the year, at which the Central bank decided/announced it would raise short term interest rates again to a target rate of 2.25 percent to 2.5...
The holiday season is commonly known to be the perfect time to give back. It actively reminds us of the importance of helping those in need. The team at Oak Partners, Inc. experienced a rewarding feeling during the month of December as they executed...
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...
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...
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...
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...
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,...
