Category Archives: Money Matters

Jim Flanagan is Packing for Retirement

Posted on October 7, 2011 by admin

  Jim Flanagan, Author of “Packing for Retirement- A practical guide for people 50-70 preparing for retirement” will give an informative and lively discussion about all things retirement at 6:30 p.m. Thursday, Oct. 20, at the Oak Park Arms, 408 … Continue reading →

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Repositioning current assets to establish or increase a cash reserve

Posted on May 18, 2011 by admin

What is current asset repositioning? Repositioning of current assets refers to using certain assets you now own as a potential source of cash reserve funds.  These are assets that are either in cash form (e.g., a savings account) or that … Continue reading →

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Wealth Transfer: Enter 2011 with the right plan

Posted on May 18, 2011 by admin

By Brad Olson, CFP I am honored to be the featured financial writer for Senior Connection on financial planning and investment related subjects.  I am certified financial planner and president of Oak Tree Financial Service, LLC.  Over the past 30 … Continue reading →

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