Skip to content
facebooklinkedinenvelope
  • Home
  • Our Clients
    • Our Clients
    • Families and Individuals
    • Retirees
    • Business Owners
    • Women Investors
    • Corporate Executives
    • Corporations
    • Corporate Retirement Plans
  • Our Team
    • Our Team
    • Leadership Team
    • Belton, TX - Gunter Financial Services
    • Liberty Hill, TX - Oak Crest Advisors
    • The Woodlands, TX - McLinden Financial
    • Hamilton, TX - Melanie J Financial
    • Killeen, TX - Oak Crest Advisors
    • Lexington, KY - Kinnett Borough Financial Group
    • Temple, TX - Raymond James, Donna Heatherley Martin
    • Temple, TX - Raymond James John R. Holmes Sr.
    • Temple, TX - Raymond James Jeffrey Coffman
    • Montgomery, TX – Pendle Hill Advisors LLC
    • St. Petersburg, FL - Maestro Financial Partners
    • Lubbock, TX – Cumbie Financial
    • Grand Junction, CO – Hutton and Kline Wealth Management
    • Helotes, TX – Dominion Wealth and Retirement
    • Rogers, AR - Fryer Wealth Planning
    • Ingram, TX – Sage Investment Advice
    • Steamboat Springs, CO – Bridgewater Wealth Management
    • Montgomery, TX – Spirit of Texas Wealth Management
    • Lubbock, TX – Holtzman Wealth Strategies
    • Durango, CO - Silva Wealth Management
    • Rockwall, TX - JD Wealth Management
    • Bozeman, MT - Oak Crest Advisors
    • Cortez, CO - Tipton Weber Wealth Management
    • San Antonio, TX – Keystone Group
    • El Dorado, AR – Oak Crest Advisors
    • Sheridan, WY – Sage Investment Strategies
    • San Antonio, TX - Haffner Private Wealth
  • Services
    • Services
    • Our Approach
    • Services
      • Services
      • Investment Strategies
      • Financial Planning
      • Longevity Planning
      • Education Planning
      • Business Planning
      • Corporate Retirement Plan Consulting
  • About Us
    • About Us
    • What Makes Us Different
    • About Raymond James
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • Worthwhile
    • Articles
    • Blog
  • Contact Us
  • For Advisors
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Oak Crest Advisors
    1905 Loop 332 Liberty Hill, TX 78642-4207 T: 512.515.9034
    Map and Directions Map and Directions
Oak Crest AdvisorsOak Crest Advisors
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Infographic
    • Video
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
View
Read
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Read
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
View
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Read
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
YOUR FUTURE IS OUR FOCUS
Oak Crest AdvisorsOak Crest Advisors
  • 1905 Loop 332 Liberty Hill, TX 78642-4207
  • T 512.515.9034
  • Map & Directions
  • Map & Directions
facebooklinkedinenvelope

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Oak Crest Advisors, Gunter Financial Services, McLinden Financial, Melanie J Financial, Kinnett Borough Financial Groupy, Pendle Hill Advisors, LLC, Maestro Financial Partners, Cumbie Financial, Hutton and Kline Wealth Management, Dominion Wealth and Retirement, Fryer Wealth Planning, Sage Investment Advise, Bridgewater Wealth Management, Spirit of Texas Wealth Management, and Holtzman Wealth Strategies are not a registered broker/dealers and are independent of Raymond James Financial Services, Inc. Legal Disclosures | Privacy Policy | Terms of Use