|
|
Blog
your wealth,
our wisdom
Key Financial Terms to Master in April
April is recognized as Financial Literacy Month, an ideal time to boost your understanding of key financial terms. Comprehending these terms is crucial for making intelligent money decisions,...
Read more
Mastering Risk Tolerance for Investment Success
Grasping the Balancing Act of RiskNavigating the investment landscape can feel like walking a tightrope between the allure of potential gains and the fear of possible losses. Knowing your risk...
Read more
Navigating Annuity Choices for Financial Security
We all strive for financial security and stability. However, with so many options on the market, choosing the right annuity can sometimes feel overwhelming. This guide is here to help simplify the...
Read more
Take Control this Financial Wellness Month in January 2025
January 2025 is Financial Wellness Month, making it the perfect time for you to take control of your financial health. With the start of the new year, it’s an ideal moment to reflect on your...
Read more
Should Retirement Funds Go Toward Current Needs?
With record inflation and a looming recession, many are grappling with rising financial pressures. The average credit card debt reached $9,000 per household in early 2022, tempting many to dip into...
Read more
What Employers Should Know About 401(k) Vesting Schedules
As a powerful tool for attracting and retaining top talent, 401(k) plans are a must-have benefit for employers. In fact, 88% of employees see a 401(k) plan as essential when evaluating potential...
Read more
Understanding Risk Tolerance and Your Ideal Investment Strategy
In today's unpredictable market, the concept of risk tolerance has never been more relevant. At Acorn and Oak Wealth Management, we believe that understanding your unique risk tolerance is the...
Read more
Tax-Deductible Summer Team-Building Activities for Businesses
Team-building activities are more than just a fun break from the daily grind—they are crucial for enhancing workplace morale and productivity. Not only do these activities allow your team to enjoy...
Read more
A Guide to Mental Health Awareness Month
May marks a significant month in the calendar, serving as Mental Health Awareness Month, an annual event dedicated to shedding light on mental health issues and encouraging proactive mental...
Read more
The Path to Tax Success: Strategies for Maximizing Your Refund
As we approach the annual tax season, many taxpayers find themselves navigating the complex world of tax preparation, seeking ways to maximize their returns and minimize their liabilities. At Acorn...
Read more
Corporate Tax Filing Deadline: A Guide for Business Owners
As a business owner, you're no stranger to the myriad of responsibilities that come with running a company. Among these tasks, one of the most crucial is ensuring that your corporate taxes are...
Read more
Why Long-Term Investing Works
In the world of stock market investing, patience is not just a virtue—it's a strategy. The key to success isn't about perfect timing but rather about giving your investments time to grow. Let's...
Read more
Navigating Annuities: What to Know Heading into 2024
In an era marked by unprecedented market volatilities and rising interest rates, annuities have emerged as a beacon of stability for those charting their retirement journey. The past year has seen...
Read more
Inflation-Proof Your Portfolio: 5 Strategies for a Changing Economy
Remember when gas was only $0.63 a gallon? Depending on how old you are, you might not. That was way back in 1978. Prices going up is something we call inflation. It means things cost more, and...
Read more