THE OAK FINANCIAL GROUP, LLC.

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

Phone:

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Have You Set a Retirement Savings Goal?

Completing this simple worksheet can help establish a realistic retirement savings target.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Net Worth

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