Oak Brook Financial Group, Ltd.

Oak Brook Financial Group, Ltd. Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Oak Brook Financial Group, Ltd., Finance, 15720 Brixham Hill Avenue , Suite 300, Charlotte, NC.

In this episode, Jim shares his harrowing story about how his son having his healthcare power of attorney set up changed...
08/30/2024

In this episode, Jim shares his harrowing story about how his son having his healthcare power of attorney set up changed the entire narrative of his ICU journey. http://alrt.mx/odjQM

If death occurs at the “wrong time,” aka when you aren’t prepared, it may force a lifestyle change on the family that th...
08/29/2024

If death occurs at the “wrong time,” aka when you aren’t prepared, it may force a lifestyle change on the family that they aren’t prepared for. Unfortunately, we can’t predict the future. What are things you may do to help alleviate future stressors on the family? Listen to this episode to hear more: http://alrt.mx/odjQM

We know big changes may appear in finances. What should people be preparing for and what’s the biggest change set to hap...
08/28/2024

We know big changes may appear in finances. What should people be preparing for and what’s the biggest change set to happen? This episode may help you feel more prepared! Tune in now: http://alrt.mx/odjQM

There are key documents every adult should have regardless of their wealth or life situation. What are they, what should...
08/27/2024

There are key documents every adult should have regardless of their wealth or life situation. What are they, what should be in them, and what purpose do they serve? This episode is a tell all! Listen now: http://alrt.mx/odjQM

With the tax law changes scheduled to come in 2026, it’ll have a significant impact on many people. These laws may affec...
08/26/2024

With the tax law changes scheduled to come in 2026, it’ll have a significant impact on many people. These laws may affect your income taxes, state taxes, and your entire estate plan. How so? This episode breaks it down – listen now! http://alrt.mx/odjQM

If you want to age at home, there’s still plenty of reasons to get long-term care! Why? Did you know that long-term care...
08/23/2024

If you want to age at home, there’s still plenty of reasons to get long-term care! Why? Did you know that long-term care may also cover things like at home caregivers, transportation costs, meals, adult daycare, and more. Failing to strategize could leave you, your spouse, or your children on the hook for care if you need it. Let’s get prepared together! Tune in now. http://alrt.mx/4NmBP

Your health can flip on a dime, and it may feel like a disaster when someone suddenly needs care, with no money or strat...
08/22/2024

Your health can flip on a dime, and it may feel like a disaster when someone suddenly needs care, with no money or strategy in place to pay for it. There’re many reasons that you may need long-term care, including dementia, chronic illness, death of a spouse, or old age. If you’re not prepared, it may cause problems for not only you but your spouse and children, too. Don’t leave the future unknown – start your strategy now! http://alrt.mx/4NmBP

Women often don’t feel as equally included in the finances as their husbands do, and statistically, women outlive men. W...
08/21/2024

Women often don’t feel as equally included in the finances as their husbands do, and statistically, women outlive men. With the swell of baby boomers on the rise, what problems could also arise? Let’s not leave women behind. This episode shows how members in the industry are bringing forth change! http://alrt.mx/4NmBP

When you picture “long-term care,” what do you think of? Most people think of a dirty hospital or a neglected care facil...
08/20/2024

When you picture “long-term care,” what do you think of? Most people think of a dirty hospital or a neglected care facility, but long-term care can mean... whatever you want it to mean! If you want to age in your home, long-term care funds can go towards that. If you want a nice, assisted living facility, you can do that too. What’s the secret? Find out in this episode featuring Barb Provost and Maggie Nielsen from Purse Strings. http://alrt.mx/4NmBP

Many women feel like they aren’t equally included in the financial discussions or decisions. Ladies, does this sound fam...
08/19/2024

Many women feel like they aren’t equally included in the financial discussions or decisions. Ladies, does this sound familiar? If this is how you feel, let’s change the narrative together! Stop and listen to this episode now, then share with the women in your life. http://alrt.mx/4NmBP

Student loans may add a lot to the budget for many people, and with extreme inflation driving up the price of necessitie...
08/16/2024

Student loans may add a lot to the budget for many people, and with extreme inflation driving up the price of necessities like food, housing, gasoline, etc., you’ve got to be able to find relief somehow. This episode may help if you’re feeling stuck and don’t know your next steps. Listen with this link and forward to a friend – you never know who else may be struggling! http://alrt.mx/e0R5j

If parents cosign a student loan and something goes wrong, they may find themselves face to face with a lot of debt that...
08/15/2024

If parents cosign a student loan and something goes wrong, they may find themselves face to face with a lot of debt that they didn’t account for. Make sure you’re meeting with your financial professional ahead of time so you understand and devise a strategy together to help prepare for your kids going to college. http://alrt.mx/e0R5j

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15720 Brixham Hill Avenue , Suite 300
Charlotte, NC
28277

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