Silver Oak Insights

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Retirement Reimagined

Retirement Reimagined

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...

Great Pause

Great Pause

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...

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10940 Wilshire Blvd.
Suite 975
Los Angeles, CA 90024