The biggest threat to a person’s estate is the incurred cost of long-term health care, which totals between $5,000 and... View Article
Everyone knows that saving money monthly and having a budget – or what I prefer to call a “spending plan”... View Article
One of the most common issues we see related to saving for college is OVER-funding higher education plans while UNDER-funding... View Article
In 2018, we were inundated with information about tax reform and speculation of its potential impact. Well, we’ve come out... View Article
Chief Executive Officer and Senior Wealth Advisor Kyle Brownlee has been named one of the Journal Record’s most admired CEOs... View Article
Having a baby or getting married requires prompt updates to your household budget because the impact of these life events... View Article
We recently had the privilege of hosting seniors from Oklahoma Bible Academy to discuss what makes a great leader. As... View Article
Our founder, Deane Wymer, inspired so many of us. His integrity, work ethic and care for others are woven throughout... View Article
When I tell people I’m a financial advisor, it’s common for them to assume I’m a broker or “stock jockey”... View Article
Most people only think about taxes during preparation season. For those of us in the tax and accounting business, however,... View Article
It’s been a busy and fruitful first quarter. After a foundational year in 2018, my top priority coming into 2019... View Article
Lately, I’ve had the privilege to work on some exciting new projects – projects that have shown me how lucky... View Article