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BlackOak Group Resources

Video: What’s a fiduciary?

February 6th, 2017


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Waiting to retire. Why more Americans are delaying retirement.

January 1st, 2017

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). There are many reasons […]

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Happy Holidays from The BlackOak Group

December 25th, 2016

The holiday season is upon us and we are taking this time to reflect upon our blessings and find ways to make life better for others. For the last three years, we have participated in our traditional “Adopt a Family” program , where our office comes together as a group and “adopts” families in our […]

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Video: Financial Planning for Medical Professionals

December 20th, 2016

Medical Professionals spend their time helping others with little time left to take care of their own financial health.

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A Business Owner’s Guide to Giving Holiday Bonuses

December 15th, 2016

Tis the season to be merry, be thankful and for giving. Part of being generous this time of year may include showing your employees some appreciation. And holiday bonuses are certainly a great way to show employees you care – but they don’t necessarily have to be monetary. Holiday Cash Bonuses When it comes to […]

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Alliance CPA

December 15th, 2016

Learn how we can collaborate with your CPA to improve your tax efficiency and make tax time easier.

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The BlackOak Group Launches New Website!

November 8th, 2016

Welcome to The BlackOak Group’s new website! We hope you are impressed with the new look and feel of our site. In addition to a modern and clean design, we’ve added several resources that we hope you’ll find helpful. So, what’s new? Videos – On our new site you’ll find several educational videos that provide […]

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