THE OAK FINANCIAL GROUP, LLC.

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

Phone:

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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?
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Tax-Deferred Savings

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