Skip to main content
menu
  • Home
  • About
    • Our Team
    • FIRST Process
    • Why Us?
  • Services
    • Financial Planning
    • Retirement Consulting
    • Foundation Planning
    • Comprehensive Planning
    • Advanced Planning
  • Resources
    • Blog
    • OI Wealth University
    • OI Wealth Client Information Sheet
    • Forms
    • FAQs
  • Account View
  • Book a Meeting
  • My new Blog Posts

Blog

default blog image
Aaron Irving | Sep 17, 2026

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
Aaron Irving | Sep 14, 2026

More Than a Number: The Four Risks That Shape Your Retirement

Retirement
Risk Management
Health
Investments
Finance

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.

That's understandable. The

Read More
Aaron Irving | Sep 10, 2026

Retirement Isn't Just About How Much You Save. It's About When.

Retirement
Risk Management
Investments
Finance
Savings

You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than

Read More
Aaron Irving | Sep 7, 2026

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the

Read More
Aaron Irving | Sep 3, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

Read More
Aaron Irving | Sep 2, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

Read More
Aaron Irving | Aug 27, 2026

Permission to Spend in Retirement: A Skill Rarely Taught

Retirement
Lifestyle
Finance
Savings
Family

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.

Nobody teaches that part

Read More
Aaron Irving | Aug 10, 2026

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Aaron Irving | Aug 6, 2026

What to Do With Your Next Dollar: A Financial Order of Operations

Finance
Savings
Investments
Retirement
Risk Management

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay insured? The challenge was never knowing what

Read More
Aaron Irving | Aug 3, 2026

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Aaron Irving | Jul 30, 2026

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Aaron Irving | Jul 27, 2026

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Next page Next ›
  • Last page Last »

Office

Carlsbad Office: 121 South Canal Street
Carlsbad NM 88220

Artesia Office: 105 N. 6th Street
Artesia NM 88210

Contact Info

Phone: (575) 887-7075
Fax: (575) 887-7076
Email: OakleyIrvingWealth@LPL.com

   

Get in Touch

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL registered representative, William Aaron Irving may only discuss securities or transact business with persons who are residents of Arizona, California, Colorado, Florida, Idaho, Illinois, New Mexico, Minnesota, Oklahoma, South Dakota, Utah, Texas, and Wisconsin.

LPL Financial Form CRS

© 2026 Oakley & Irving Wealth Management. All rights reserved.