Are you thinking about retirement? We call it “financial independence planning” because it’s not just about stopping work. It’s about... View Article
In today’s ever-changing world, protecting and preserving your wealth for long-term financial security is more important than ever. As a financial... View Article
Supporting Education for Chisholm & Enid Public School Districts. Over four hundred individual runners are expected to join at Chisholm... View Article
Performance Recap Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower... View Article
When it comes to the calendar year, it’s important for business owners to review their financial situation before it’s too... View Article
The growing cost of private school and higher education costs keeps growing, and it’s critical for families who have children... View Article
A Rally Continues on Calming Inflation Fears Positive signs of inflation and growth have contributed to a continuous surge in... View Article
As you near retirement, it is critical to consider tax efficiency carefully. Although saving and investing for retirement is crucial,... View Article
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