Money | OakBridge Wealth Management

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here's a crash course on saving for college.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Articles

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

U.S. Personal Savings Rate

What can be learned from the savings rate?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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Videos

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos