RISING OAK Financial

Harold Lowe
President
Financial Planner
Financial Services Representative
CA Insurance License # 0E07188

 

 

 

Welcome and thank you for visiting!

My mission is to help individuals, businesses, and organizations be prepared for future opportunities while being better positioned to manage unexpected challenges.  My team and I develop financial strategies that match a client's personal and financial goals with their financial position.  Clients achieve many of those objectives through various financial products, investment services, and planning techniques that are designed to help meet their present and future needs.

My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom. I believe that informed people make smarter decisions about their money.

I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service.

I look forward to hearing from you.
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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