Okun Financial Group

Okun Financial Group We hope you find our page and posts both interesting and educational. Feel free to check our website as well: www.okunfinancialgroup.com;

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

When you choose to take Social Security might impact your retirement income. Find out how.
06/03/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

06/01/2026

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize. The Standard & Poor’s 500 Index advanced 1.43 percent, while the Nasdaq...

2026 WPO conference was amazing!! Here are a few shots of some of my favorite peeps i ran into and hung out with!
06/01/2026

2026 WPO conference was amazing!! Here are a few shots of some of my favorite peeps i ran into and hung out with!

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
05/30/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
05/29/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

When was the last time you paid yourself first?
05/27/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolst...
05/26/2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
05/23/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

How much could you receive from Social Security? Here’s what to expect.
05/22/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
05/20/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

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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

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