Oak Tree Financial

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401(k) hardship withdrawals vs. loans: How they work and when to use them | MassMutual 08/07/2024

https://blog.massmutual.com/planning/hardship-withdrawals

401(k) hardship withdrawals vs. loans: How they work and when to use them | MassMutual Facing a major expense you can’t afford? Learn about 401(k) hardship withdrawals and loans, including eligibility and drawbacks.

Retirement plan contribution limits you need to know | MassMutual 01/29/2024

https://blog.massmutual.com/retiring-investing/retirement-plan-contribution-limits

Retirement plan contribution limits you need to know | MassMutual Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pretax limit. MassMutual financial professionals can help you set goals for saving.

Annuity Solutions to Meet Your Goals 08/08/2023

Annuity Solutions to Meet Your Goals

Annuity Solutions to Meet Your Goals This interactive digital asset is designed to facilitate virtual conversations with clients and position annuities.

Shopping for a mortgage? Do your homework first| MassMutual 07/21/2023

https://blog.massmutual.com/retiring-investing/how-to-shop-for-a-mortgage

Shopping for a mortgage? Do your homework first| MassMutual Mortgages aren't one size fits all proposition. This article includes tips to help you prepare when shopping for the right mortgage – and a fair deal.

Benefits of Fixed Index Annuities 07/11/2023

Benefits of Fixed Index Annuities

Benefits of Fixed Index Annuities See how the benefits of a fixed index annuity work together to keep retirement income planning on track. We look at six top fixed index annuity benefits: principal protection, tax deferral, growth opportunities, liquidity, guaranteed income and beneficiary payments. In a relay race, the strength of....

How Disability Insurance Can Improve Your Life 07/11/2023

How Disability Insurance Can Improve Your Life

How Disability Insurance Can Improve Your Life Are you looking to improve your life? Having disability insurance is a simple way to make that happen. Skeptical? Let us count the ways. Are you a fan of having peace of mind? Do you like sleeping well at night? Do you dislike wringing your hands and frantically worrying about financial matters?

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Marietta, GA
30060

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 8am - 10pm