THE OAK FINANCIAL GROUP, LLC.

Newsletters

Charitable Giving Can Be a Family Affair

Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
When Two Goals Collide: Balancing College and Retirement Preparations

This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
Net Price Calculators Help Gauge College Affordability

Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.
HOT TOPIC: Is the U.S. Economy in a Recession?

This article looks at how a recession is officially determined and some current indicators that suggest strength or weakness in the U.S. economy.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
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.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.