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Understanding Your Financial Decision-Making Process

Our clients are increasingly aware that they are facing a future with many financial uncertainties. Our clients include business owners who have successfully shouldered the burden of making payroll, and people approaching the milestone of financial independence who are uncertain of how to switch their portfolio from growth to income and are unsure if their assets will last longer than they do. Blue Ocean Partners helps our clients understand what their financial choices are in their journey through life. We guide them through a process to align their decisions with their goals and values.

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Estimate how much of your Social Security benefit may be considered taxable.

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Use this calculator to estimate your capital gains tax.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are some key concepts to understand when investing for retirement

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The importance of life insurance, how it works, and how much coverage you need.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Events on Wall Street

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