FALL 2023
What’s happening at Three Oaks
- New Team Member: We’re thrilled to introduce our newest team member, Ryan Shea, who has joined our team as a Paraplanner. Please join us in extending a warm and enthusiastic welcome to Ryan!
- David & Jim—California State Park Volunteers: David & Jim are official State Park Volunteers for the state of California. Their commitment to conservation and enriching the outdoor experience for all of us is outstanding. Congratulations to them both!
Q4 Industry Updates
- Mortgage Rates are high – does a “buy down” make sense?
- Tidy up that estate plan! Here’s a tool we use and some basic estate planning insight.
- Congress is adjusting 2024 tax brackets for inflation. All you need to know for next year…
Mark Your Calendars
Important dates you should know:
- October 15th – December 7th – Medicare Open Enrollment
- December 2023 – New FAFSA for 2024-25 should be available.
- December 31st – Required Minimum Distributions (RMDs) Deadline
Need Something to “Geek Out On”?
- Adam’s learning about UK Taxes
- If you’re looking for a vetted, curated list of charities to help with the Israel-Palestine crisis, consider using Charity Navigator.