What is the phone number for Okun Financial Group, Inc. in Lutherville MD?

You can reach them at: 410-494-6130. It’s best to call Okun Financial Group, Inc. during business hours.

What is the address for Okun Financial Group, Inc. on york road in Lutherville?

Okun Financial Group, Inc. is located at this address: 1300 York Road Lutherville, MD 21093.

What are Okun Financial Group, Inc.(Lutherville, MD) store hours?

Okun Financial Group, Inc. store hours are as follows: Mon-Fri: 9:00AM - 4:00PM, Sat-Sun: Closed.

Okun Financial Group, Inc. on york road, Lutherville, MD

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Make sure you’re staying on track for the retirement you have planned for yourself. Check in with your retirement account to see if you’re where you need to be. https://bit.ly/306qcin

Doris Burke is the first woman to serve as a game analyst for the NBA Finals on any platform. Here are more numbers you need to know about the Lakers-Heat match-up: FORBES.COM NBA Finals 2020: Los Angeles Lakers Vs. Miami Heat By The Numbers

Are you financially astute? Take this short quiz to see how you stack up to the "big three" of financial literacy with questions about interest rates, inflation and diversification. #HaveAPlan MARKETWATCH.COM Hope to retire someday? See if you can answer these six simple questions

Happy birthday to the Harvman!! And best friend, Hubby, partner in life, co-parent, co-worker at our firm and retired lawyer on earth!!!! May your year ahead be the best! Xo #1 Wifey

Climate change exists — and it’s going to have a major impact on how it affects portfolios and the way in which we invest. #HaveAPlan MARKETWATCH.COM Where to invest when climate change forces a tax on carbon and oil is no longer widely used

For investors who are considering changing approaches because of the election, remember that market growth is about participation, not timing. #HaveAPlan #stayyourcourse MARKETWATCH.COM Should you change your investments because it’s an election year?

Half of Americans can't pass this quiz on Social Security retirement benefits. It's time to check YOUR numbers. #HaveAPlan www.OkunFinancialGroup.co, CNBC.COM Half of Americans fail this quiz on Social Security retirement benefits

Two factors make this year an opportune time to consider succession and wealth planning: We love helping clients work through this area of planning. #HaveAPlan #Goodbye2020, www.OkunFinancialGroup.com KIPLINGER.COM Now’s the Time for Estate Tax Planning | Kiplinger

There are some wrinkles you need to be aware of, especially if there are big gaps in age or income between you and your spouse. We can help you have a strategy to maximize your benefits. #HaveAPlan, www.OkunFinancialGroup.com MARKETWATCH.COM When it comes to Social Security, these strategies can pay off for married couples

Businesses and Orgs: Research shows that life events are a strong motivator of contribution increases. See how you can encourage your employees to save more for retirement with the right materials at the right time. https://bit.ly/2EvkdvT #HaveAPlan #Goodbye2020

The end of the year is approaching and a new one will soon begin, so this is the right time to think about what you have done in 2020 and what you could do in 2021. We can help. www,OkunFinancialGroup.com #HaveAPlan #Goodbye2020

How clear is your financial picture for your retirement? You may have retirement accounts with previous employers. Think about whether having your retirement money in more than one account is right for you. https://bit.ly/363Uy8R #haveAplan #heretohelp www.OkunFinancialGroup.com

There are many tools for minimizing or deferring your capital gains, but a properly established complex trust may enable you to have a more efficient tax structure #haveAplan www.OkunFinancialGroup.com FORBES.COM Council Post: Eliminating Capital Gains Tax Using A Complex Trust

Despite volatility in the markets, you have the power to ensure you meet your retirement goals. Use these 4 tips today to help you get your retirement plan back on track. https://bit.ly/33ReKZ0. #HaveAPlan. #PlanwithOFG KIPLINGER.COM 4 Ways to Get Your Retirement Plan Back on Track | Kiplinger

Make sure you’re maximizing your employer’s 401(k) match for some extra cash in retirement. Try these strategies to get the best possible employer contributions to your retirement plan. https://bit.ly/3kODTdR #HaveAPlan #WeCanHelp www.OkunFinancialGroup.com

For those considering exploring your Medicare options, here are 11 essential things you must know about this complicated federal health insurance program. KIPLINGER.COM Medicare Basics: 11 Things You Need to Know | Kiplinger

Here we are three years ago at our favorite restaurant celebrating a milestone— 50! Thinking of all of our friends today and their milestones! One day soon we will be able to gather more freely. What are you looking forward to celebrating? #Goodbye2020 #HaveAPlan

Where do we stand now in terms of the economy, recession and a return to normal economic growth? Read the article here: COLUMBIATHREADNEEDLEUS.COM www.columbiathreadneedleus.com

What does the election really mean for the economy, markets and investors? Get perspective from Columbia Threadneedle. COLUMBIATHREADNEEDLEUS.COM What the 2020 elections mean for the markets—and what they don’t.

Presidential elections can seem be divisive and unsettling. But when it comes to investing, do elections really matter all that much? This 8-page report answers top questions on investing in election years. #planwithOFG #haveaplan CAPITALGROUP.COM www.capitalgroup.com

Regardless of how much or little you have saved, the goal of your estate plan should ensure that what you have accumulated is shared with those that you love. #haveaplan #planwithOFG

The recession and global pandemic are hitting charities where it hurts the most: in the wallet. Here's how you can help: #lovethis #haveaplan KIPLINGER.COM Retirees' Guide to Giving for the Greatest Impact | Kiplinger

OFG did it again!! The best team in the world working out (and raising funds!) for Alzheimer’s! Have an awesome week everyone!

Expect rises in volatility this election cycle. But focus on the long-term, not this event alone. #chartonthego #haveaplan COLUMBIATHREADNEEDLEUS.COM Chart: Election impacts on market volatility

No matter your age, you still need a will to document any beneficiaries or last wishes. Contact me today to learn what small steps you can start to plan for, now.

If leaving a financial legacy for your family is important to you, then it might be time to update and review your beneficiaries. https://bit.ly/2IXiIsk #HaveAPlan #PlanwithOFG FULFILLMENT.LFG.COM fulfillment.lfg.com

These are stunning! Close-up Photographer of the Year is an annual reminder to us all to slow down and make long-lasting connections with the world around us. Love these pics! Hope you do too. #verycool #haveaplan BIT.LY Close-Up Photographer Of The Year: 20 Stunning Winning Images

For better or worse, these moments in time with new technologies have had lasting impact. Which was the most defining for you? FASTCOMPANY.COM 25 moments in tech that defined the past 25 years

Don’t assume that anything you acquire during your marriage, either together or individually, is accounted for in your spouse’s estate plan. #planwithOFG #haveaplan

The Biden administration could shift #taxes for both individuals and corporations. Here’s how: COLUMBIATHREADNEEDLEUS.COM Election 2020: How a Biden win could change the investment environment

President-elect Biden could shake up tax rates and affect specific sectors. Here’s an at-a-glance view of how his administration could change things. COLUMBIATHREADNEEDLEUS.COM Election 2020: How a Biden win could change the investment environment

Post-election 2020: Where investors need to focus now COLUMBIATHREADNEEDLEUS.COM Biden passes 270. What does it mean for investors?

This article walks through the tax treatment of home office-related expenses for employees and contractors while working from home. As always, be sure to consult a tax professional with any questions. #HaveAPlan #knowyournumbers #PlanwithOFG KIPLINGER.COM Tax Wrinkles for Work-at-Home Employees During COVID-19 | Kiplinger

How to create better financial habits - no matter what's going on in the world #haveaplan #planwithOFG MARKETWATCH.COM How to create better financial habits — no matter what’s going on in the world

Caregiving can be a tough topic to discuss, but it’s a conversation families need to have before the need arises. https://bit.ly/36P3AWc

Here are some steps to take to help ensure your children become financially independent KIPLINGER.COM How to Not Financially Paralyze Your Children | Kiplinger

Are you achieving all you are capable of? #Haveaplan #Knowyourplan #planwithOFG FORBES.COM Are You Achieving All That You Are Capable Of?

Use these 10 tips to help choose the right cause for your business to support. #knowyourplan FORBES.COM Council Post: Choose The Right Cause For Your Business To Support With These 10 Tips

How to shop smart in a new world of changing consumer habits; #haveaplan #knowyourplan MARKETWATCH.COM How to shop smart in a new world of changing consumer habits

Innovation or growth: how to plan your market strategy for next year FORBES.COM Council Post: Innovation Or Growth: How To Plan Your Market Strategy For Next Year

We give thanks for our clients, business partners and community, which we value so greatly. Wishing you a happy and healthy Thanksgiving.

https://bit.ly/3ga0j89 ABM.EMAPLAN.COM Wills

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To those who celebrate! Warm wishes to you and your family at Hanukkah and throughout the new year.

If you own a business, you can use life insurance to fund strategies to meet goals for yourself, your key employees, and your business as a whole in 2021. #haveaplan #planwithOFG https://bit.ly/30LokvM

With the holidays approaching, ensure the older adults in your lives are routinely connecting with people and participating in beloved activities. This article shares a few tips for engaging with each other at a distance. #happysafeholidays #haveaplan NEXTAVENUE.ORG Plan Ahead. Help Your Older Loved Ones Avoid Depression This Holiday Season

The universal charitable deduction may allow non-itemizers to claim a tax break of up to $300 when you file taxes in 2021. #becharitable #haveaplan MARKETWATCH.COM There are many reasons to donate to charity this Giving Tuesday — but here’s a little added tax incentive

Holidays in the time of the coronavirus come with many questions and awkward conversations attached. Here are some helpful tips for navigating holiday gatherings this year: #haveaplan #happysafeholidays TODAY.COM How to talk to your family about Thanksgiving and COVID-19

What concerns or goals do you have for your business? Use this assessment to help you uncover your needs as a business owner. Then, work with me to develop strategies to reach your goals. #forbizpeeps #haveaplan2021 www.OkunFinancialGroup.com CDN1-ORIGINALS.WEBDAMDB.COM cdn1-originals.webdamdb.com

Missing friends from this time last year! Happy holidays to all and next year here’s to a “hope for the cure and vaccine and a reunion in 2021!

There are several ways you can provide aid and make a difference in the lives of others. Ask me how. #planwithOFG, #haveaplan

In times of uncertainty, focus on what you have the power to change like supporting organizations through charitable giving. #planwithOFG, #haveaplan

Proposed package has extended eviction moratorium, enhanced unemployment benefits, Paycheck Protection Program funds and more. Time to do your planning! #haveaplan #planwithOFG MARKETWATCH.COM Here’s what’s included in the $908 billion bipartisan relief proposal

Your support to the people and causes that need it most can make a great impact. See how both you and charities can benefit from charitable giving. Time for Planning! #haveaplan #planwithOFG MONEY.USNEWS.COM 5 New Rules for Charitable Giving

Watch: Google has released its annual “Year In Search” video for 2020. YOUTUBE.COM Google — Year in Search 2020

The words: “Happy and Healthy holidays” have never meant so much! May your family be safe during the season. Thank you all for your care, and support throughout the year. From OFG to you and we wish you the BEST!

Missing friends from this time last year! Happy holidays to all and next year here’s to a “hope for the cure and vaccine and a reunion in 2021!

There are several ways you can provide aid and make a difference in the lives of others. Ask me how. #planwithOFG, #haveaplan

In times of uncertainty, focus on what you have the power to change like supporting organizations through charitable giving. #planwithOFG, #haveaplan

As this selection of incidents, events and figures shows, with the world beginning to look back on the year 2020, we can all toast to a better 2021 as it draws to a close. HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com

Companies that were unfavorable without the prospect of a successful vaccine have become attractive again. COLUMBIATHREADNEEDLEUS.COM Vaccines, lockdowns and equities

Missing friends from this time last year! Happy holidays to all and next year here’s to a “hope for the cure and vaccine and a reunion in 2021!

There are several ways you can provide aid and make a difference in the lives of others. Ask me how. #planwithOFG, #haveaplan

Happy NY! it's finally here, 2021! By getting a handle on these changes, you'll be able to start early with tax planning and put yourself in position to save as much as you can on your tax bill. FOOL.COM What Are the Key IRS Tax Changes for 2021? | The Motley Fool

For all of my book nuts, 2020 produced some fine titles on leadership, strategy, and innovation. These are all new ones, so i hope you find some interesting. #haveaplan #goodbye2020! #planwithOFG INC.COM Your Complete Guide to the 10 Best New Business Books of 2020

Goodbye 2020! As we look back upon the past year, we would like to acknowledge those who have helped us shape our business. Thanks for a great year, and we wish you all the best as you embark on 2021. Go O's! #goodbye2020! #haveaplan #planwithOFG

WEALTHMANAGEMENT.COM The 15 Worst States for Retirement Taxes

You might have some gaps in your financial plan. I’m here to help so you don’t have to plan alone. See how to get started! #haveaplan #planwithOFG www.OkunFinancialGroup.com

How's your financial emotional well-being? This quiz will give you a quick sense of your financial health. FORBES.COM Quiz: What's Your Financial-Emotional Score?

For those who are repaying their student loans, here are 5 things that could change in 2021: FORBES.COM 5 Student Loan Changes For 2021

WEALTHMANAGEMENT.COM The 15 Worst States for Retirement Taxes

We go the distance for our loved ones. How are you planning to make your savings last? #haveaplan #planwithOFG www.OkunfinancialGroup.com LFG.COM Improve financial wellness | Lincoln Financial Group

Let's weigh your net worth to determine your financial fitness. #haveaplan #planwithOFG www.OkunFinancialGroup.com KIPLINGER.COM Weigh Your Net Worth to Determine Your Financial Fitness | Kiplinger

21 Years and holding! Our baby girl turned 21 years old last week. How many of us remember this age? What would you say to your 21 year old self TODAY if you could at 21? #realtimeisnow #haveaplan

7 steps to getting your finances back on track FORBES.COM 7 Steps To Getting Your Finances Back On Track

How's your financial emotional well-being? This quiz will give you a quick sense of your financial health. FORBES.COM Quiz: What's Your Financial-Emotional Score?

For those who are repaying their student loans, here are 5 things that could change in 2021: FORBES.COM 5 Student Loan Changes For 2021

Consider establishing a special needs trust to help provide your loved one with future financial stability; no matter how unstable the markets get. https://bit.ly/38WsrZj #haveaplan #planwithOFG FORBES.COM Making Trusts for Special Needs Children

4 ways to take your New Year's resolutions from daydream to reality. We can help. #haveaplan #planwithOFG www.OkunFinancialGroup.com CNBC.COM Four ways to take your New Year's resolutions from daydream to reality

We go the distance for our loved ones. How are you planning to make your savings last? #haveaplan #planwithOFG www.OkunfinancialGroup.com LFG.COM Improve financial wellness | Lincoln Financial Group

Let's weigh your net worth to determine your financial fitness. #haveaplan #planwithOFG www.OkunFinancialGroup.com KIPLINGER.COM Weigh Your Net Worth to Determine Your Financial Fitness | Kiplinger

21 Years and holding! Our baby girl turned 21 years old last week. How many of us remember this age? What would you say to your 21 year old self TODAY if you could at 21? #realtimeisnow #haveaplan

7 steps to getting your finances back on track FORBES.COM 7 Steps To Getting Your Finances Back On Track

Money talks are important, but kids learn even more when they apply those lessons to real-life purchasing decisions. #haveaplan #planwithOFG MARKETWATCH.COM The financial lessons of the ’90s aren’t going to cut it for your kids—here’s what they really need to learn about money

2016: Five years ago next month i was headed to Banff, Canada right after this EW Florida conference. It was beautiful there and 4 degrees where i was going! Was I crazy? Now we would give anything to travel like this. What do you miss from your Pre-Covid Days? #haveaplan #planwithOFG

2021 Economic Outlook: Focus on long-term goals. An effective vaccine can outweigh shorter tern hurdles. #haveaplan #planwithOFG COLUMBIATHREADNEEDLEUS.COM Vaccines and returning to a more familiar world

COVID-19 has not changed key long-term trends in equities, but cyclical rotation presents opportunities. COLUMBIATHREADNEEDLEUS.COM Expect cyclical rotation in equities

Equity 2021 outlook: Economic activity will likely reaccelerate in the second half of 2021. Consider cyclical companies, which may begin to outperform. COLUMBIATHREADNEEDLEUS.COM Expect cyclical rotation in equities

Did you see the news on money this week? "It’s important that our money reflect the history and diversity of our country.” We think it is a welcome change. What do you think? #haveaplan #planwithOFG FASTCOMPANY.COM Harriet Tubman will finally replace Andrew Jackson as the face of the $20 bill

We said "goodbye" to our older, traditional building on Friday and "hello" to our new and contemporary place this coming Monday.--well maybe it will be Wednesday with the snow, lol. Stay safe and sound everyone! #OFGonthemove #Covidmove #helloFebruary!

While it’s yet unclear how the story will play out in the long term, it is almost certain to serve as a cautionary tale for years to come.

There’s good news inside the latest COVID-19 relief bill for businesses seeking Paycheck Protection Program loan forgiveness, including a greater tax benefit and greater flexibility. Get the details here in this article. #haveaplan #planwithOFG COLUMBIATHREADNEEDLEUS.COM Paycheck Protection Program gets better

Grandparents may be able to help lower their adult child's stress of paying for college even if they have little money but plenty of time. #haveaplan #planwithOFG NEXTAVENUE.ORG How Grandparents Can Help Pay for College - Next Avenue

Here's what you need to know about Black History Month and how to celebrate: USATODAY.COM Why is Black History Month in February? How do you celebrate? Everything you need to know.

In case you care... find herewith more info on our stock world in the last two weeks. #haveaplan #planwithOFG VISUALCAPITALIST.COM The Crazy World of Stonks Explained - Visual Capitalist

Since 2010, the average rate for a 30-second spot during the Super Bowl has risen from $2.77M to $5.60M! This chart shows TV ad rates during the Super Bowl from 2010 to 2021. #crazymoney #rateyourcommercial #haveaplan #planwithOFG

Here are nine pandemic changes that might just become part of our future survival guide: #goodbyepandemic #haveaplan #planwithOFG NEXTAVENUE.ORG 9 Things We Learned During COVID-19 That Will Endure

BROADRIDGEADVISOR.COM The Rule of 72: How Long Will It Take to Double Your Money?

In case you missed this... always fun paying more for those of us who have looked forward to the safety of Medicare coverage! (not me yet) BROADRIDGEADVISOR.COM What Will You Pay for Medicare in 2021?

I sent an email directly to clients explaining the market movement over the last weeks. Here is another explanation. BROADRIDGEADVISOR.COM GameStop, Reddit, and Market Mania: What You Need to Know

Is 100 the new 80?

Many states have unique and specific provisions regarding the taxation of Social Security benefits, which can be broken into a few broad categories. This map breaks it down. MARKETWATCH.COM 37 states don’t tax your Social Security benefits — make that 38 in 2022

Interesting perspective from AARP CEO on what we "owe" our grandchildren and the generations coming into adulthood NEXTAVENUE.ORG What Do We Owe Our Grandchildren?

Here are nine pandemic changes that might just become part of our future survival guide: #goodbyepandemic #haveaplan #planwithOFG NEXTAVENUE.ORG 9 Things We Learned During COVID-19 That Will Endure

BROADRIDGEADVISOR.COM The Rule of 72: How Long Will It Take to Double Your Money?

Optimists are 7x more likely to experience financial well-being. Own the outcome of meeting your goals to feel financially secure. #haveaplan #planwithOFG #knowyourplan #planningcounts

Don’t just consider what investments you have; where your investments are located, and their potential tax benefits, can help you own the outcome of your retirement. https://bit.ly/3qupp5Z

https://bit.ly/3qIHv4d Love this! Happy Monday friends! LINKEDIN.COM Victoria Toumit on LinkedIn: Coming home to your dog. :) | 362 comments

There are actions you can take today that will help you feel more in control of your retirement outcomes. See how you can thrive by making the most of life’s benefits. www.OkunFinancialGroup.com, #haveaplan, #planwithOFG, #knowyournumber

Okun Financial Group updated their address.

Okun Financial Group updated their phone number.

We plan to travel again one day. Here we are on our second overseas trip, Venice, three years ago. We are grateful for memories and hope to make more. What are your plans after Covid?

Don’t let today’s unknowns stand in the way of your goals. See how you can confidently navigate volatility and own the outcome of your financial future. https://bit.ly/3dir8aM #haveaplan #planwithOFG #happymarch!

Now is the time to feel more confident about your future. I have solutions that can help you feel more prepared and in control to own the outcome of your financial future. https://bit.ly/3dir8aM , #haveaplan, #planwithOFG, https://bit.ly/3kz6chu

If leaving a financial legacy is one of your goals, there are several ways you can own the outcome and make a difference in the lives of others. www.OkunFinancialGroup.com

While the IRS extended the tax-filing deadline last year, that doesn't appear to be the case for 2021. #haveaplan #planwithOFG USATODAY.COM IRS says it won't extend this year's tax-filing deadline

Plan ahead for the day when you can no longer serve as the primary caregiver and financial support system for your child with special needs. https://bit.ly/3pMkY5J #haveaplan #planwithOFG BIT.LY How to Plan for Your Disabled Child's Future

Thank you to all who have sent birthday wishes. I am grateful for you all. Here is a quote from a book my brother gave me on 3/4/99. Stay well and keep smiling friends!

The book features 116 important figures across science, medicine, art, literature, politics, journalism, sports, entertainment, and music, offering a rich sample of the Black figures who have shaped the arc of history and culture. #lovethisbook #haveaplan FASTCOMPANY.COM This gorgeous new children’s book celebrates Black Lives Matter

Here are four key tax points to address if you spent time working in multiple states during 2020: #haveaplan #planwithOFG FASTCOMPANY.COM Why many remote workers are facing a tax season nightmare

The coronavirus crisis led to the first significant annual decrease in global CO₂ emissions in recorded history #globalwarmingtrends #haveaplan #planwithOFG

Thankful for Lincoln's ongoing commitment to further support Black communities through their partnerships with The HistoryMakers and UNCF. BUSINESSWIRE.COM Lincoln Invests to Preserve the Past and Advance the Future with The HistoryMakers and UNCF

Excellent article. Do the right thing and have no regrets, ever. I will pick up his book too. Enjoy and RIP Alan McDonald. https://apple.news/AdLcgSctIRmC9JHedQfw_YA APPLE.NEWS Remembering Allan McDonald: He Refused To Approve Challenger Launch, Exposed Cover-Up — NPR

Need something to read as we head into the second year of the pandemic? You'll find ideas here. #haveaplan #feedyourmind #planwithOFG #goodbyeCovid! NEXTAVENUE.ORG So Many Books: What We're Reading During the Pandemic

While the IRS extended the tax-filing deadline last year, that doesn't appear to be the case for 2021. #haveaplan #planwithOFG USATODAY.COM IRS says it won't extend this year's tax-filing deadline

Consider these 10 reasons why you should be talking about long-term care. Now is the time to start the conversation that will help you feel more confident about your future. https://visit.lfg.com/MGR-CONV-FLI006 #haveaplan #planwithOFG #OFGplanning CDN1-ORIGINALS.WEBDAMDB.COM cdn1-originals.webdamdb.com

Here are four key tax points to address if you spent time working in multiple states during 2020: #haveaplan #planwithOFG FASTCOMPANY.COM Why many remote workers are facing a tax season nightmare

The coronavirus crisis led to the first significant annual decrease in global CO₂ emissions in recorded history #globalwarmingtrends #haveaplan #planwithOFG

Here are four key tax points to address if you spent time working in multiple states during 2020: #haveaplan #planwithOFG FASTCOMPANY.COM Why many remote workers are facing a tax season nightmare

The coronavirus crisis led to the first significant annual decrease in global CO₂ emissions in recorded history #globalwarmingtrends #haveaplan #planwithOFG

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