Blue Ocean Strategic Capital, LLC

Our team helps clients identify a purpose for their wealth by exploring individual needs, building the right plan, and helping execute that plan for long-term success. Learn more about Blue Ocean today! https://boscllc.com/

Income taxes weren’t always withheld from people’s paychecks. In fact, income tax withholding is a relatively recent development. Click below to learn more about the current system and how this withholding process works. https://bit.ly/2RbsFV3

At Blue Ocean, our approach to wealth management is different. We bring together professionals to create plans that fit our clients’ needs through financial planning and investment management. Schedule a free consultation with one of our experienced team members today! https://bit.ly/2OIAEqQ

Are you a business owner looking for the right 401k plan for you and your employees? We can help you decide which plan is best for your growing business and how each plan will attract the employees you are looking for. Contact us today for a free consultation! https://bit.ly/380xG8K

Annual financial planning gives you an opportunity to formally review your goals, update them, and review your progress since last year. Contact us today to set up your 2019 financial review!

Have you created a year-end financial review for 2019? Review your spending and see what worked and what didn’t work. Schedule a free consultation to analyze 2019 and make adjustments for the new year with one of our professional financial advisors! boscllc.com/free-consultation

How much are you spending on things you’ve stopped noticing? Individual subscription services such as Netflix, beauty boxes, meal services, Amazon Prime, music streaming, or dating apps can add up to a costly expense by the end of the year.

Most experts advise saving enough to cover three to six months’ worth of living expenses, which will likely amount to several thousands of dollars. If that sounds intimidating, there’s good news: New research shows you might actually need much less than that stashed away in your emergency fund.

Building an emergency fund is important, but it’s even more important to know what you should spend your emergency fund on and when to use it. Hold your rainy day account for these potential fiascoes.

We would like to take some time today to honor those who have served our country. Happy Veterans Day!

If you want to ensure you’re as prepared as possible for retirement, there’s one simple thing you can do every year: Give your savings a checkup. Let the professionals at BOSC help you get your finances in check.

How do you know when it’s time to hire a financial advisor? Whether you’re paying off debt, funding a retirement account, saving an emergency fund, buying a house, taking a vacation, or getting married we specialize in managing your investments for you. Schedule a free consultation today!