Top Challenges Facing Attorneys When Contemplating Retirement: The Elephant in the Room
Have you ever advised a client on the sale of their business and finished the document drafting only to learn the client changed his/her mind? This phenomenon also explains why your estate planning clients don’t finalize their estate plans, and […]
Read MoreWhen Two Becomes One – What Widows Need
A widow needs an advisor with a process for keeping her safe while she takes the time to heal. And she needs that person as soon as possible. There is a well-known fact in the financial services industry: about 70% […]
Read MoreMoney & Life Transitions: When Life Changes, Money Changes
As professionals in wealth management, family law and estate planning, we owe more to our clients than simply coming up with the financial and technical solutions to their problem. It’s a reality that every person will experience at least one […]
Read MoreFinancial 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 President MBA, CFP®, CFT™* Linda, President of Silver Oak Wealth Advisors, has been providing Silver Oak clients with comprehensive wealth management services 2005 and is responsible for the day-to-day operations of the firm. In her role as advisor, […]
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 More