Financial Education Resources

Curious to know more about the recently announced Trump Accounts, which are investment accounts for children? Us too. Let’s talk about the basics of these new accounts, what they are and how they work, and a few things to consider if you are looking at opening one for your child, or a child you know.

Many people ask, “Do I need a trust?” This article explains what trusts are, when they can be helpful, and when they may not be necessary. It breaks down key uses such as avoiding probate, managing blended family situations, and controlling how beneficiaries receive assets, and it clarifies common tax misunderstandings around the step-up in basis. You will also learn why, for many families, preserving the step-up in basis can matter more than complex estate tax strategies, and how Oasis helps you evaluate trusts within the context of your overall financial and estate plan.

Estate planning is more than having a will. This article explains the core documents most families need, including wills, financial and healthcare powers of attorney, living wills, and revocable living trusts when appropriate. It also covers why beneficiary designations and account titling must be reviewed regularly and coordinated with your broader financial plan to avoid unintended outcomes. Oasis helps you organize this information, ask better questions, and align your estate plan with your long-term goals.

Retirement planning is about more than making money last. This piece breaks down how spending naturally shifts across the three phases of retirement, why early retirees are often better positioned to spend more than they think, and what it looks like to build a financial plan that supports a full life, not just preserves a balance sheet.

Retirement planning is about more than making money last. This piece breaks down how spending naturally shifts across the three phases of retirement, why early retirees are often better positioned to spend more than they think, and what it looks like to build a financial plan that supports a full life, not just preserves a balance sheet.