Great Oak Wealth Partners

10/26/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/23/2026

Open enrollment is about more than choosing a healthcare plan.

Your selections can affect your benefits, out-of-pocket costs, cash flow and broader financial plan for the year ahead.

Before you enroll, use these seven questions to take a closer look at your options — and consider how your choices fit into your overall planning.

Take advantage of all the benefits offered by your employer with these open enrollment tips.

10/21/2026

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/20/2026

https://www.foodandwine.com/2026-best-new-chefs-12028620

Meet the chefs defining the future of American dining through the ingredients, traditions, and techniques they’re passionate about sharing — from Gulf Coast seafood and fresh Vietnamese rice noodles to Peruvian potatoes — and discover the recipes that bring their singular perspectives home.

10/19/2026

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

10/16/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why we're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

10/14/2026

As election season approaches, here are three reminders we often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, we're happy to help.

10/13/2026

https://www.si.com/nfl/conor-orr-week-6-nfl-power-rankings-49ers-bills-vikings

San Francisco ascends after its scorching 5–0 start. Plus the Lions and Packers score much-needed wins, while the Cowboys take a tumble.

10/12/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/09/2026

Doing the right thing for clients is always the right choice.