Confidence | Experience | Tradition
Welcome to OakBridge Financial Partners website. Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind:
LPL Research's Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024.
Get Outlook 2024 insights (https://www.lpl.com/i/investor-outlook.html for investor-specific content OR http://go.lpl.com/outlook for detailed analysis of the full report)
Newsletters
-
Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
-
Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
-
What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
-
Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Savings Accumulation
Estimate the future value of your current savings.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.