Personal Finance — Tips & Tools For Personal Finance — Oakway Financial: Financial Guidance for Job Changes, Retirement & Major Life Transitions

Whether you’re changing jobs, preparing for retirement, or navigating a company buyout, we help you make informed decisions around your investments, taxes, and insurance so you can move forward with confidence.

Posts tagged Personal Finance

Prioritized checklist for your personal finances

Prioritized checklist for your personal finances

When to invest before paying off debt and vice versa.

What types of insurance to carry.

How to simplify personal finances.

Investments, InsuranceBrian LipsettJune 19, 2024Oakway Financial LLCSavings, Personal Finance, insurance, retirement, investing

3 quick checks to shore up your personal finances

3 quick checks to shore up your personal finances

Ensuring you are contributing enough to get the maximum contribution your employer offers should be toward the top of your priority list.

Brian LipsettJanuary 3, 2024Oakway FinancialLife Insurance, Retirement, Personal Finance