Financial Education Resources

Understand how IRMAA, Roth conversions, and marital status can affect your Medicare premiums and lifetime tax bill in retirement. Learn why planning several years before you stop working is key to avoiding costly Medicare surprises.

Feeling confused about how consumer sentiment is so low and yet the markets have been doing so well? You’re not the only one. Let’s take a look at what’s going on, why, and what we should do about it (if anything).

This article explains why retirement happiness often increases after the first couple of years. It covers the emotional shift from work to unstructured time, the importance of routines, relationships, and health, and the financial transition from saving to spending. You will learn how flexible planning, “permission to spend,” and ongoing guidance from Oasis can help retirees feel more confident, intentional, and satisfied as they settle into their new chapter.

Curious to know more about the recently announced Trump Accounts, which are investment accounts for children? Us too. Let’s talk about the basics of these new accounts, what they are and how they work, and a few things to consider if you are looking at opening one for your child, or a child you know.

Many people ask, “Do I need a trust?” This article explains what trusts are, when they can be helpful, and when they may not be necessary. It breaks down key uses such as avoiding probate, managing blended family situations, and controlling how beneficiaries receive assets, and it clarifies common tax misunderstandings around the step-up in basis. You will also learn why, for many families, preserving the step-up in basis can matter more than complex estate tax strategies, and how Oasis helps you evaluate trusts within the context of your overall financial and estate plan.