Oakway Financial LLC

Retirement is one of the biggest financial transitions you’ll ever make. After years of earning a paycheck, contributing to retirement accounts, and building your savings, you’re approaching a point where the question changes from “How much have I accumulated?” to “How do I turn what I’ve built into the retirement I want?”

Can I Retire with Confidence? 7 Financial Decisions Before You Retire | Oakway Financial — Oakway Financial: Financial Guidance for Job Changes, Retirement & Major Life Transitions Approaching retirement? Learn 7 financial decisions to evaluate before you retire, including retirement income, Social Security, taxes, healthcare, and investment planning.

Changing jobs comes with more financial decisions than most people expect—especially around your 401(k), taxes, and benefits.

I put together a short guide covering the 5 key financial moves to get right so you can avoid common (and often costly) mistakes during a transition.

If you or someone you know is switching jobs, retiring, or going through a buyout, this is a helpful place to start:

Leaving Your Job? 5 Financial Moves to Get Right — Oakway Financial: Investment Advising + Insurance Planning | Mortgage Protection | 401(k) rollovers | Life Insurance Leaving your job? Learn the 5 key financial moves around your 401(k), taxes, and benefits so you can avoid costly mistakes during your transition.

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

Do I need disability insurance ? - 4 questions for young professionals — Oakway Financial: Investment Advising + Insurance Planning | Mortgage Protection | 401(k) rollovers | Life Insurance 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,

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

401(k) Contribution Limits Increase for 2025, IRA’s Stay Put — Oakway Financial: Investment Advising + Insurance Planning | Mortgage Protection | 401(k) rollovers | Life Insurance “ 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

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

New Job? Get Your Quick Start Guide to 401(k) Rollovers. — Oakway Financial: Investment Advising + Insurance Planning | Mortgage Protection | 401(k) rollovers | Life Insurance -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

💰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!

Prioritized checklist for your personal finances — Oakway Financial: Investment Advising + Insurance Planning | Mortgage Protection | 401(k) rollovers | Life Insurance 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?

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.🤝

Small Business Retirement Solutions | Expert 401(k) & IRA Plans — Oakway Financial: Investment Advising + Insurance Planning | Mortgage Protection | 401(k) rollovers | Life Insurance 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