Latest Articles
Insights and perspectives from Oasis Advisors on wealth planning, investments, tax strategies, and more, designed to help you navigate the complexities of today’s financial landscape.
5 Common Mistakes High Earners Make
Learn from these common mistakes and work towards your financial goals. A high income can potentially contribute to a sense of financial security. Maybe you’re enjoying a sprawling home, a fancy car, and the latest technological gadgets. A well-crafted income strategy has the potential to contribute to financial stability and comfort. If you’d like to leverage your high income to establish long-lasting wealth and financial security, it’s important to be aware of potential pitfalls that…
Passing an Inheritance to Your Children: 8 Important Considerations
Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, too, and to go about your estate planning in the right way. This single decision can impact all of your…
Plan Ahead to Meet Rising Retirement Healthcare Costs
Consider Taking Steps to Manage Your Financial Future Today With healthcare costs on the rise, American retirees must prepare to afford significant health and medical expenses in retirement. While strategizing ways to cover retirement healthcare costs isn’t new, many retirees today are finding themselves without access to the employer- or union-sponsored retiree health benefits that previous generations depended on. This means that Americans who are currently planning for retirement need to be sure they are…
10 Steps to a Happy and Healthy Retirement
After Years of Hard Work, You Should Consider Planning for a Fulfilling Retirement Planning for retirement is a common goal for many individuals during their working years. It involves saving, investing wisely, and aiming for financial stability and comfort in the future. Of course, many retirees find themselves struggling to transition away from the busy working world and to design a new day-to-day lifestyle that feels meaningful. Use the tips below as a guide as…
Financial Considerations Before Buying a Vacation Home
Before You Sign on the Dotted Line, Consider These Important Factors Are you dreaming of the chance to own a vacation home where you can escape whenever you need to relax and recharge? According to the Vacation Home Counties Report from the National Association of Realtors in 2021, vacation home sales rose by 16.4% in 2020. In the continued aftermath of the COVID-19 pandemic, where many more professionals are working from home, there continues to…
5 Reasons Women Should Plan for Long-Term Care
Women Face Many Challenges in Retirement and Planning Ahead is Key to Achieve Financial Independence As healthcare costs continue to rise, it’s becoming increasingly important for American workers to consider including a plan for addressing the costs of long-term care in their overall retirement plans. Failing to do so can pose a significant risk to your financial independence, and it’s particularly critical for women, who already face extra challenges when it comes to living comfortably…
Transition Planning: Preparing to Exit Your Business with Intention
For many entrepreneurs, building a business is one of the most significant accomplishments of their lifetime. Yet when it comes time to exit, the planning…
Building Tax Awareness into Your Financial Strategy: Why Timing and Structure Matter
Most financial decisions have tax consequences — some more obvious than others. For high earners, entrepreneurs, and those managing complex financial lives, tax awareness in…
What to Consider When Thinking About Crypto in Your Portfolio
Digital assets—particularly cryptocurrencies—have shifted from niche curiosity to mainstream conversation in recent years. Yet while crypto in your portfolio may sound like a timely idea,…
Exploring Digital Assets as Part of a Broader Investment Approach
The conversation around cryptocurrency and blockchain has grown from a niche interest to a mainstream consideration in today’s financial world. Yet with that growth has…
Balancing Traditional and Emerging Assets in a Diversified Strategy
The world of investing has evolved—quickly. While traditional assets like equities, bonds, and real estate remain essential components of many portfolios, today’s financial landscape offers…
Designing a Financial Strategy That Moves with You Over Time
Most people don’t live in a straight line—and neither should their financial plan. Income changes, families grow, businesses evolve, and goals shift. For many high…
How Tax Integration Can Support Long-Term Financial Goals
For individuals and families managing complex wealth, tax planning isn’t just a seasonal task—it’s a key part of long-term strategy. But planning in isolation often…
Proactive Tax Planning Strategies for High Earners
For individuals and families with higher incomes, tax planning can quickly become a complex and ongoing challenge. Traditional strategies may not be sufficient to address…
