Oak Brook Wealth Management

Newsletters

Four Things Investors Should Know About Stock Splits

If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
HOT TOPIC: Pandemic Relief Measures and Your Tax Return

This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
Asset Protection: Make Sure Your Umbrella Is Big Enough

While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
Your Estate: Have You Looked at These Legal Documents Lately?

This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Lease Payment

How much would your monthly lease payment be?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.