THE OAK FINANCIAL GROUP, LLC.

121 East Myrtle St., Ste B Angleton, TX 77515

Phone:

E-mail:

Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.
Understanding the “No Tax on Tips” Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Car Affordability

How much can you afford to pay for a car?
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.