Oakway Financial LLC

09/15/2025

Your income is your biggest asset. Here are 4 questions to know if it needs protection.

The Social Security Administration (SSA) reports that more than one in four of today’s 20-year-olds will become disabled for 90 days or more before the age of 67. Fortunately, premium costs are generally much lower for young adults. Still, we don’t recommend disability insurance for everyone,

07/22/2025

Good news for savers: 401(k) contribution limits have gone up in 2025 — here’s what to know.

“ The IRA annual contribution limit rises to $7,000 for those under 50, or $8,000 if you’re 50 or older ($500 increases). The annual 401(k) contribution limit increases to $23,500 per individual for those under 50 in 2025 (up from $22,500). The 401(k) contribution limit increases to $30,500 pe

06/17/2025

https://www.oakwayfinancial.com/resources/rollover-quick-start-guide-szgem

👉 Determine when you should or should not rollover your old employer’s retirement account

👉 Establish an IRA or Roth IRA account

👉 investment options within your new retirement account

-Determine when you should or should not rollover your old employer’s retirement account -Establish an IRA or Roth IRA account -Navigate investment options within your new retirement account

05/21/2025

💰Not sure if you should pay off debt or start investing? Here’s a simple checklist I share with clients to help them decide—feel free to use it!

A quick guide to help you answer questions around: When do I invest before paying off debt and vice versa? What types of insurance should I carry? How can I simplify my finances?

05/13/2025

What’s the Right Retirement Plan for Your Small Business?
Offering a retirement plan can help attract talent, lower your tax burden, and secure your own future. This quick guide breaks down SEP IRAs, SIMPLE IRAs, 401(k)s, and more—tailored for business owners like you.🤝

Empower your small business with expert financial advice. We specialize in 401(k) and IRA plans to help secure your future, attract top talent, and maximize tax advantages. Let us create a tailored strategy to grow your wealth and provide competitive employee benefits. Contact us today for a free co

12/03/2021

11/11/2021

Happy Veteran's Day! To all our vets, thank you for choosing to serve.

04/15/2021

The best age to start a Long Term Care Insurance policy to avoid overpaying for premiums while maintaining eligibility.

Here is the best age to start a Long Term Care Insurance policy to avoid overpaying for premiums while maintaining eligibility.

09/10/2020

Happy to be recognised!