BlackOak Resource Page

BlackOak Resources

Health Care costs in your financial plan

Including Healthcare Costs in your Financial Plan

“How can I make sure I can cover healthcare costs?” Healthcare costs are high and growing, but your financial professional can help you prepare for the unexpected expenses that can come with injury or illness. The Centers for Medicare and Medicaid Services1 estimated that in 2019 the average individual spent some $11,582 per year on healthcare that’s including insurance premiums, doctor

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Your future dreams

Investing in your passions

“How can I pursue my passion without jeopardizing my financial security?” Even if you love your job, you probably have something else that you’d rather do. Maybe you always wanted to learn to play the piano. Maybe you have an idea for a small business. Maybe you’re curious about a branch of science or technology that’s adjacent to what you

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