With the start of the new year, a number of notable changes are occurring in the realm of financial planning rules. Most of the rule changes are the result of the Secure Act 2.0 phasing in, but some are the result of the higher inflation experienced...
Read MoreMind on Money: New year brings improved financial rules
Pullbacks, Corrections, and Bear Markets
When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the market's downward momentum....
Read MoreTop 10 sports articles on Valpo.Life in 2023
Football, basketball, volleyball, golf, soccer, cross country, gymnastics, wrestling, swimming, track & field, and more filled our feeds this past year, featuring all the good news about our Region athletes in their respective sports. There is so...
Read MoreTop 10 business articles on Valpo.Life in 2023
A lot of business is conducted in the Region, and GreatNews.Life is there to capture the biggest moments. Whether that’s spotlighting some of the businesses making an impact on the day-to-day lives of those living in Northwest Indiana to helping...
Read MoreOak Partners reflects on 30 years of excellence and putting clients first
While it now has offices throughout the Midwest, Oak Partners can trace its origin to the Chase Bank building in Merrillville, Indiana where Founder Fred Ruiz started the business 30 years ago. Inspired by their father’s client-focused approach to...
Read MorePrevent a Rift: Money Tips for Newlyweds
One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples work together to...
Read MoreOak Partners’ Stacey Fargo runs first woman-led team, recognized as ‘Rising Star’
After 10 years of working at Oak Partners, Wealth Advisor Stacey Fargo has been recognized as a Rising Star by the Rising Star Women Advisor program. While she has worked in the financial services industry for her entire career, she did not begin...
Read MoreMind on Money: Bond auction attracting attention
There are parts of the world of financial markets and the banking system that are both vital and at the same time opaque. Unlike the stock market that gets all the attention, with 24/7 coverage and constant punditry, these other corners of market...
Read MoreRetiring Wild: National Parks and You
For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor than one of our over 400 National Park Service sites? For over a century, generations of...
Read MoreMind on Money: Time again to think about RMDs
As we amazingly head into late October, it’s time to revisit the topic Required Minimum Distributions, or RMDs. The government requires certain individuals with a tax deferred retirement plan to take a taxable distribution each year. This...
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