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P: 503-364-0950
TF: 800-258-7077

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Blog

Senior couple in a meeting with a financial professional
Kimberly Harris | Sep 13, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Row of townhomes
Kimberly Harris | Aug 13, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Man sitting at a long table in front of a window. He is looking at his phone.
Kimberly Harris | Jul 13, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Woman writing in a paper planner with a pen
Kimberly Harris | Jun 13, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Two People talking
Kimberly Harris | May 13, 2021

9 Important Details about Early Retirement Plan Rollovers

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

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Kimberly Harris | Apr 13, 2021

4 Education Investment Accounts to Grow College Savings

Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less affordable since costs are growing at approxim

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Saving Versus Paying Off Debt | Great Oak Financial
Kimberly Harris | Aug 11, 2020

Saving Versus Paying Off Debt

Retirement
The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial
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Advisor indicating on document
Kimberly Harris | Aug 11, 2020

Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

Risk Management

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of

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Basket
Kimberly Harris | Aug 11, 2020

Planning a Family – What to Save for Right Now

Education

The decision to go forward with your plans to start a family is a joyous one, but it can also lead to increased stress especially if your financial house has

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Kimberly Harris | Aug 11, 2020

Planning for the New Normal Retirement

Retirement

The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure

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Kimberly Harris | Aug 11, 2020

The Importance of an Investment Philosophy

Investments

If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment

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Two seniors playing chess
Kimberly Harris | Aug 11, 2020

Determining Your Risk Tolerance

Risk Management

Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume in order to

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Salem Heights Plaza

3468 Liberty Rd S, Salem, Oregon 97302

Phone: 503-364-0950
Fax: 503-364-5356
Toll Free: 800-258-7077
Info@greatoakfin.com

 

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Great Oak Financial Group mailing address: PO Box 3937, Salem, OR 97302

Office at Salem Heights Plaza: 3468 Liberty Rd S, Salem, OR 97302

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisors listed on the site. Visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

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