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BUSINESS
Financial Advisor & Planner Oklahoma
Financial Advisors in Oklahoma CityAs for financial professionals, the question of trust can be incredibly complicated. Financial professionals are in the unique position to hold the intimate details of their client’s wealth, and…
Financial Advisor & Planner Oklahoma
The state of social security in 2021 For many people, social security is the cornerstone of their retirement plan. Most Americans know that paying into the program during their working years will provide them with much needed…
Financial Advisor & Planner Oklahoma
Key considerations when planning a retirement strategyOne of the greatest fears most people have when approaching retirement is running out of money. This is a scary proposition, especially if your investments are limited and social…
Financial Advisor & Planner Oklahoma
Can you make decisions that change how much taxes you owe each year?Few things strike terror into the hearts of most Americans more than tax season. Whether it is the ever-looming threat of an audit, the hours spent staring at…
Economic impact of banning Russian oil
Global stock markets have been…
Financial Advisor & Planner Oklahoma
Note: This is an updated article from February of last year, as there has been many changes to the act since the original article, and SECURE 2.0 just recently passed the House of Representatives and looks to be passed into law…
Financial Advisor & Planner Oklahoma
If you’re going to make changes to help combat inflation in your daily life, you need to figure out how much it’s affecting you. From the data above, it’s clear that commuters are likely going to be hit much harder than those that…
Financial Advisor & Planner Oklahoma
Preparing for unexpected catastrophic eventsThere are many different types of unexpected events in our lives, and they require separate solutions from a planning standpoint. Preparing for disaster is not fun, but it’s a crucial piece…