Oak Maple Finance, LLC

We’ve all had those moments where a “what if” sneaks in—what if the market crashes? What if I don’t save enough? What if an emergency happens? Instead of worrying about the unknown, let's prepare for it. With a comprehensive plan, your financial future doesn’t need to be a source of anxiety—it can be a source of confidence.

Are you considering an energy-efficient home improvement? We have some exciting news! There are new and enhanced tax credit opportunities available for homeowners. According to the Inflation Reduction Act of 2022, the IRS has introduced new legislation that enables both homeowners and prospective buyers to benefit from tax breaks, which may lead to reduced tax liabilities. Swipe through to learn how you can take advantage of these tax benefits. ➡️

Did you know HSA contribution limits changed this year? The IRS is making a significant inflation adjustment in 2024, allowing you to contribute more to your Health Savings Account (HSA) than ever before! This is the largest increase since HSAs were introduced in 2004. Want to discuss how this impacts you? Don't hesitate to reach out. We’re here to assist in any way we can!

You can feel empowered about your financial choices with the right tools and support. We're here to help!

It's important to review your credit report annually. Swipe to find out why! ➡️

This is a great job for #WomenWhoLead and #CaregiversWhoWork. More and more it will become a caring profession. And it's a profession that we need younger people to learn about (I knew what psychologists and accountants were by the time I left high school, I didn't know there was a job that combined the parts of those jobs that I find interesting until I was nearly 27). Thank you to the CFP Board for engaging us in a way that's getting us talking... and we hope in a way that will bring more people into our profession! #QuitePossiblyThePerfectJob

📢 Important news regarding estate planning! The estate tax exemption is set to change in 2026 because of the sunsetting provisions in the Tax Cuts and Jobs Act (TCJA). Though 2026 might feel like it's in the distant future, it's important to start planning now. These changes are significant, and even if Congress ultimately steps in to tweak or extend the current rules, preparing now is key. Swipe through for the details on how this could affect you ↩️ Have questions? Feel free to reach out. That’s what we’re here for.

During times of stress or big life changes, like buying a home, reaching a milestone age, or traveling, it’s important to stay cautious. Scammers often take advantage of these moments, so be mindful before clicking on links or sharing personal information. A little extra care can go a long way in keeping your information safe.

Did you file a tax extension in April? Consider this a friendly reminder that the tax extension deadline is fast approaching. Those who filed an extension have until October 15 to file 2023 federal income tax returns. Missing the extended deadline could result in a 5% penalty for each month or partial month you are late.