Financial Transition Planning – For the Disruptive Life Events
Change is integral to life. So, couldn’t we agree that at some point in our lives, maybe more than once, each of us will be confronted with a major life change? It could be as universal as suddenly being awakened […]
Read MorePutting Money In Its Proper Place!
Putting Money In Its Proper Place! By Linda Cao Silver Oak Wealth Advisors is proud to host the first Women’s Circle of the year as a participant of a national movement to change the conversation for women around money. Our Circle […]
Read MoreSilver Oak Women’s Circle Harvest
MONEY TOUCHES EVERY ASPECT OF OUR LIVES – marriage, work, health, relations with family and friends – and we know there’s no precise formula when it comes to how much we want, need, spend and expect. Recently a diverse group […]
Read MoreSummer 2014 Newsletter – Silver Oak Wealth Advisors
Approaching Retirement Is More Than A Life Change, It’s a Life Transition You’ve just celebrated your 55th birthday. You muse that thoughts of “how and when can I retire” are beginning to circulate more and more frequently and loudly in your head. You […]
Read MoreApproaching Retirement is More Than A Life Change, it is a Life Transition.
YOU’VE JUST CELEBRATED YOUR 55TH BIRTHDAY. You muse that thoughts of “how and when can I retire” are beginning to circulate more and more frequently and loudly in your head. You find yourself beginning to mentally assess your current […]
Read MoreAttorneys & The Balcony
PICTURE YOURSELF OUT ON A BALCONY. How does it feel? What can you see now that you couldn’t see before you ventured out there? Your perspective matters a lot. As an attorney, you can picture how often you began working on a […]
Read MoreReluctant to take charge of personal finance? You are not alone.
IN A 2008 SURVEY CONDUCTED BY PRUDENTIAL FINANCIAL, 73% of women claimed to be worried about their financial future, but just as many admitted to procrastinating when it came to doing something to manage these worries. Comments made by […]
Read MoreLINDA CAO
LINDA CAO Principal, CEO MBA, CFP®, CFT™* Linda, Chief Executive Officer of Silver Oak Wealth Advisors, has been helping Silver Oak clients with comprehensive wealth management services since joining the firm in 2005 and is responsible for the day-to-day operations of […]
Read MoreSpring 2014 Newsletter – Silver Oak Wealth Advisors
A Case For Attorneys in Transition Many attorneys are skilled in guiding their clients through significant life-changing transitions that involve money. Whether their specialty area is family law, litigation, or estate planning, they have the technical training to resolve the […]
Read MoreA Case For Attorneys in Transition
MANY ATTORNEYS ARE SKILLED IN GUIDING their clients through significant life-changing transitions that involve money. Whether their specialty area is family law, litigation, or estate planning, they have the technical training to resolve the transaction while also managing the stress that their clients […]
Read MoreWhen in Transition, Slow and Steady Wins the “Race”
IT MAY NOT BE SEXY OR GLAMOROUS, but here’s to the Tortoise in the famous child’s fable, “The Tortoise and the Hare”! No one pays attention to the underdog. The tortoise was not expected to win the race, but win he did–with the attitude that “getting there” […]
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