https://www.greatoakfinancial.com/ en https://www.greatoakfinancial.com/blog-01/retirement-nearing-do-these-5-things-first <span class="field field--name-title field--type-string field--label-hidden"><span > Retirement nearing? Do these 5 things first. </span></span> <span><span lang="" about="/user/81" typeof="schema:Person" property="schema:name" datatype="">Kimberly Harris</span></span> <span>Sat, 04/13/2024 - 08:20</span> Sat, 13 Apr 2024 15:20:47 +0000 Kimberly Harris 1124 at https://www.greatoakfinancial.com https://www.greatoakfinancial.com/blog-01/irs-changes-inheritance-rules-protecting-your-legacy <span class="field field--name-title field--type-string field--label-hidden"><span > IRS Changes Inheritance Rules: Protecting Your Legacy </span></span> <span><span lang="" about="/user/81" typeof="schema:Person" property="schema:name" datatype="">Kimberly Harris</span></span> <span>Wed, 09/13/2023 - 08:25</span> Wed, 13 Sep 2023 15:25:47 +0000 Kimberly Harris 1117 at https://www.greatoakfinancial.com https://www.greatoakfinancial.com/blog-01/organization-tips-help-take-time-taxes <span class="field field--name-title field--type-string field--label-hidden"><span > Organization Tips to Help Take Time off Taxes </span></span> <span><span lang="" about="/user/81" typeof="schema:Person" property="schema:name" datatype="">Kimberly Harris</span></span> <span>Mon, 03/13/2023 - 08:27</span> Mon, 13 Mar 2023 15:27:23 +0000 Kimberly Harris 1111 at https://www.greatoakfinancial.com https://www.greatoakfinancial.com/blog-01/5-year-end-tax-planning-opportunities <span class="field field--name-title field--type-string field--label-hidden"><span > 5 Year-End Tax Planning Opportunities </span></span> <span><span lang="" about="/user/81" typeof="schema:Person" property="schema:name" datatype="">Kimberly Harris</span></span> <span>Mon, 02/13/2023 - 07:17</span> Mon, 13 Feb 2023 15:17:27 +0000 Kimberly Harris 1110 at https://www.greatoakfinancial.com