BlackOak Resources
“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
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
When it comes to estate planning, many people picture middle-aged couples drafting a will in an attorney’s. However, if you are single – whether you were never married, widowed, or divorced – with no children or adult children, estate planning may be the last thing on your mind.
Did you know that per a 2016 study by Towers Watson, forty-six percent of US employees over 50 now say they plan to work longer than they once expected1? And according to a Gallup poll from 2014, working Americans expect to retire at age 66, up from 63 in 20022 (Source: USNews.com).
Copyright © 2022. The BlackOak Group. All rights reserved.
For purposes of the information contained on this website, “advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services.
Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://www.equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. The BlackOak Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-139724 (1/21) (Exp. 1/25)
