THE OAK FINANCIAL GROUP, LLC.

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

Phone:

E-mail:

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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?