Great Oak Wealth Partners

09/02/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

09/01/2026

https://www.foodandwine.com/2026-restaurant-of-the-year-12033735

Can a restaurant serve exceptional food, turn a profit, and pay its workers a living wage? At John’s Food & Wine in Chicago, Food & Wine’s 2026 Restaurant of the Year, Tom Rogers and Adam McFarland are proving it can — by rewriting the rules of how an ambitious fine dining restaurant operates.

08/31/2026

From saving for a first toy to managing a first paycheck, every stage of childhood presents opportunities to build financial confidence. Join us to discover practical strategies for teaching saving, spending, budgeting and financial responsibility. Whether you’re a parent, grandparent, or caregiver, you’ll gain actionable insights to help the children in your life build confidence and make smarter money decisions.

08/28/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

We encourage clients to view prevention as part of their overall financial well being.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

08/26/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/25/2026

https://www.travelandleisure.com/travel-and-leisure-trusted-seal-of-approval-7550339

The right gear can make a world of difference in comfort and convenience when you travel; we provide you with product recommendations that will elevate every trip you take.

08/24/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

08/21/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

08/19/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

08/18/2026

https://www.si.com/college-football/pat-forde-forty-observations-on-2026-college-football-schedule

Everything you need to know about the quirks of the season.