School is out and summer is in full swing! We hope you enjoyed a fun and relaxing Independence Day with friends and family. As we celebrate the spirit of freedom and independence this summer, we can reflect on the importance of achieving financial independence in our...
If asked: “What is the most important consideration for retirement?” What comes to your mind? Most people would answer: “having enough money.” While financial security is necessary, in my last 18 years of experience working with clients, I have found it is...
Happy Lunar New Year from all of us at Silver Oak! January 22nd marked the beginning of the Lunar New Year. Each year in the Lunar calendar represents one of the twelve zodiac animals. 2023 is the Year of the Rabbit, representing longevity, peace, and prosperity. The...
In January, Susan Turnbull of Personal Legacy Advisors and Linda Cao of Silver Oak Wealth Advisors led a thought-provoking and inspiring program that broadened our imagination on what legacy means. Through interesting examples,...
It’s been over two months since the Shelter-at-Home order has been in place in California and in most parts of the country. Our lives have changed so dramatically it feels surreal. At this point, many of us are experiencing some form of “quarantine fatigue” and are...
This winter I took my family on a long-anticipated ski trip. Everyone was excited because it had been four years since we skied as a family. My boys were only 8 and 5 at that time, and they remembered how much fun it was to ski with their mom and dad. On the first...
As I changed my clock for daylight savings a few weeks ago, it got me thinking about time moving forward and how we move forward in our lives. I remembered one of the hardest times I’ve ever had in my life. A time when I felt like I was absolutely, positively stuck...
Grey divorce is a difficult life transition and in order for this transition to be successful, it requires time, self-care, good planning and willingness to adapt. In the last 25 years, grey divorce - people ending a long-lasting marriage after age 50, has been on the...
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% of widows seek out new financial advisors after...
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 major life changing event...