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Old Oak Financial Planning, Inc.

7077 Fieldcrest Dr., Suite 400
Brighton, MI 48116

Phone:

(810) 220-4400

Fax:

(810) 220-8818

E-mail:

Improving The Quality of Our Clients' Lives

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Explores how investment strategy changes once retirement begins.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Details 401(k) contribution and catch-up limits for maximizing savings.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

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

This calculator can help you estimate your annual federal income tax liability.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck