THE OAK FINANCIAL GROUP, LLC.

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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.
HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?

This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
Working While Receiving Social Security Benefits

Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.
HOT TOPIC: The Fed Pivots to Fight Inflation

This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?