Oak Partners is committed to keeping its clients educated and informed so they can make the best possible financial decisions, and one of the ways it does that is through events. On Wednesday, August 30, Oak Partners held its annual Halftime event to...

I have to admit, I think the State of Indiana does a lot right. Not everything, mind you; I think our roads were neglected for too long and now, after the gas tax increases over the past five years, it seems like every road is being repaired, all at...

I took my mask off as I walked out the door of Skyline Chili just outside of Batesville, Indiana, in June 2020. It was a beautiful summer evening, the sun was going down behind the trees, shining its last light on my 2010 Jayco Greyhawk Class C...

I took my mask off as I walked out the door of Skyline Chili just outside of Batesville, Indiana, in June 2020. It was a beautiful summer evening, the sun was going down behind the trees, shining its last light on my 2010 Jayco Greyhawk Class C...

After an excessive level of drama and confusion, interest on student loans and payments on balances are right around the corner. On Sept. 1 balances will begin accruing interest after a nearly four-year hiatus, and payments on student loans are due...

How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home or are considering doing so, you may want to be aware of these new rules. HOME SALE If you owned and lived in your home for...

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.1 While the number may shock you, it is not surprising...

You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized investment gains, prizes, and awards. You also may have to pay...

One of the most common planning activities my team works through with clients is advising them as they sell, buy and move homes. Lifestyles change, the cycle of life marches on and housing needs and desires evolve. What can be a daunting process for...