THE OAK FINANCIAL GROUP, LLC.

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

Phone:

E-mail:

Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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.
Why Renters Should Have Their Own Insurance

Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.