BlackOak Resources
“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
“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
“Should I fix up my current home or buy a new one?” What you need in a house can change as your family grows or as your own personal tastes and needs evolve. You need more space for bedrooms for your children. Or you’ve been working remotely more and want to create a more comfortable office space. Or you just
“My family is growing. What do I need to do financially to get ready?” Having children will change your life in so many ways, but the part you may not anticipate is how expensive a growing family can be. A professional can help you get your finances in order as you prepare to welcome new members of your family by
When times are uncertain, it can be reassuring to have a solid, well-thought-out investment strategy designed to serve you well for the long haul, no matter what’s happening in the world or the markets. One of your first steps in developing such a strategy may be to consider a wide variety of investments. This technique is called diversification. You may
“How can I provide for my loved ones when I’m gone?” What would your loved ones do without you? It’s hard to contemplate, especially if you’re still young. However, if you’re a primary earner in your household, preparing now can help ensure that your partner, children and anyone else who depends on you can continue to support themselves even if
Every time something new happens in the world — whether it’s economic, political, or even health-related these days — it seems like the market reacts. Large swings, especially, may cause you to react emotionally, making changes to your portfolio that may not be in your best interest. For example, a big downturn may make you feel like you need to
Working from home has revolutionized many people’s daily routines. And although you might think opportunities for networking and making new connections are limited by the new normal, there are still plenty of ways to pursue them. Taking advantage of the digital networks and collaboration tools available, you can build connections with your peers that are just as important and valuable
If your parents’ cognitive health declines and you feel like they need help managing their finances, it may be up to you as an adult child to take over. But taking over your parents’ banking, investing and financial decisions can be a touchy subject, especially if your aging parents see it as a loss of control or power over their
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PPG-139724 (1/21) (Exp. 1/25)
