06/03/2026
Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
06/02/2026
Consider a bucket plan to go with your bucket list.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
06/01/2026
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.
www.okfin.com
05/31/2026
Ever heard of a Roth 401(k)? Would one be right for you?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
05/30/2026
Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
05/29/2026
Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
05/28/2026
Currency has been around for a long time. Here's a quick history lesson.
The History of Currency
05/27/2026
Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
05/26/2026
Health-care coverage (including Medicare) typically does not cover extended medical care.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
05/25/2026
Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.