Defining your legacy
Legacy planning isn’t always an easy topic, but it’s worth the effort to decide how you want to share your legacy and make the process
Ways to prepare for Christmas in October
Once the leaves begin to fall and football season begins, it seems as if the holiday season appears within a blink of an eye. It’s
Thanks for showing us how you feel!
We are thrilled to have won three awards in The Oklahoman’s 2018 Readers’ Choice Awards and one award in the Oklahoma Gazette’s 2018 Best of
5 Tips For Helping Manage an Elderly Loved One’s Financials
When loved ones get older, their ability to manage day-to-day responsibilities, like their finances, may leave them vulnerable to scams or identity theft.
You, by the numbers
Certain numbers help you better understand your financial life and lifestyle. Knowing your numbers can help you stay on track or inspire you to make
Don’t Be Intimidated By Jargon
When making investment decisions, don’t worry if you can’t understand the jargon experts use right away. Don’t hesitate to ask questions. Jargon can be a