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One of the things that makes us more effective as financial advisors is our independence.Learn More
Real-world insights and understanding that can help you better define your financial objectives.Learn More
At DoubleOak Financial Group, LLC, We Understand...
that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Couples may be able to head off many of the problems in a marriage that money can cause.
When to start? Should I continue to work? How can I maximize my benefit?
Five overlooked tax deductions to help manage your tax bill.
Take the guesswork out of your IEP or SEP with this helpful article.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What is your plan for health care during retirement?