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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Saving for the Experience of a Lifetime

“How can I plan for the experiences of a lifetime?” Do you long for a secluded beach? The opportunity to learn a new skill? A chance for multiple generations of family to gather? A night out at an expensive restaurant?  Experiences make our lives richer.  In fact one academic paper1 found that people who spend money on experiences—like travel and restaurants—are

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Providing for your family when you're gone

Providing for your family when you’re gone

“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

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Ways to build your network while working from home

Ways to build your network while working from home

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

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How to budget for retirement ahead of time

How to budget for retirement ahead of time

As the pandemic continues, it’s not surprising that consumers are more anxious about achieving their retirement goals than they were pre-COVID, with nearly two-thirds saying they feel at least some concern over how they’ll maintain their lifestyle in retirement.* If you’re looking forward to retiring at some point, one thing you can do to help alleviate that anxiety is put

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