You may not think twice about the connections between your CPA and wealth advisor — until a situation arises where... View Article
Here’s why I think it’s important to check in with our mental health and well-being at the midpoint of the... View Article
Building a healthy relationship with money can be essential to financial well-being. Money is often seen as a source of... View Article
When most people think of financial advisors, they likely assume we only focus on wealth. But before we help our... View Article
Today is World Down Syndrome Day (WDSD). The date for WDSD being the 21st day of the 3rd month, was selected... View Article
There are two main options for saving for your future financial decisions: saving or investing. They are both important concepts... View Article
In 2023, employees are significantly more likely to save for their future when they have access to a retirement plan... View Article
Secure 2.0 Act has been signed into law at the end of 2022, which aims to deliver dozens of new... View Article
Most people only think about taxes during preparation season. But for those of us in the tax and accounting business,... View Article
Expands Firm’s Presence and Tax-Smart Services in OKC Wymer Brownlee Wealth Strategies announced today the acquisition of Oklahoma City-based tax,... View Article
Year-end is peak time for reviewing your financial progress – and opportunities. It can seem stressful, but I like to... View Article
With end of year approaching, it may be time to evaluate your charitable giving strategies to make the most of... View Article