Here's what you'll learn:


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  • How Much Do You Need To Retire?

    Calculating your current spending and determining a safe withdrawal rate.

  • Social Security 

    Timing of benefits and when to take early and when to delay.


  • Tax Strategies

    Roth conversions and how to take advantage of the 0% Federal capital gains tax rate.


  • Medicare

    A detailed understanding of what it is and what it means for you.


 
 

 
 

 
 
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"The best investment you can make, is an investment in yourself...

The more you learn, the more you'll earn"

- Warren Buffett




 
 
 
 

© 2023 Oak Leaf Financial Group. All Rights Reserved.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.