goals Archives - Oasis Wealth Planning Advisors | Fee Only Financial Advisor | Atlanta, GA | Alpharetta, GA

So, What’s Your Plan for The Bear Market?

budgeting, debt, estate planning, goals, investments, life planning, retirement, tax / Steve Martin

A lot of people are stressed out about a lot of things right now. Markets are down. Prices are up for many of the things you need to buy. Interest rates are rising and make it a confusing time to consider buying or selling a house, or making other major financial decisions. This all adds to the stress you may be feeling about your job, the ongoing pandemic, and the health of loved ones.

So, What’s Your Plan for The Bear Market? Read More »

Could You Benefit from a Personal Board of Directors?

Creating your own “board of directors” can help you reevaluate your relationship to your work (if still working) or get you ready for retirement, clarify your goals, make more meaningful strides in your personal and professional development, and improve your Return on Life.