With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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West Oak Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission pursuant to the Investment Advisers Act of 1940. The firm provides separate account management for equity, balanced and fixed income portfolios. Founded in 2003, West Oak Capital provides highly personalized, attentive service, with a focus on constructing a disciplined investment program to help each client meet their specific financial goals.
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Here are some things to consider if your financial anxiety is keeping you up at night.
There's more to preparing for retirement than just saving. Here's what to consider.