Okun Financial Group

Okun Financial Group

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The Power of 401k Catch-Ups 06/17/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

The Power of 401k Catch-Ups See how catch-up contributions after age 50 could significantly boost your retirement balance.

Keeping Up with the Joneses 06/10/2026

Lifestyle inflation can be the enemy of wealth building.

Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What Rate Would I Need to Earn on My Savings? 06/06/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

What Rate Would I Need to Earn on My Savings? Work backwards from your savings goal to find the rate of return you'd need to get there.

06/05/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

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Address


100 West Road , Suite 408
Towson, MD
21204

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm