In the corporate environment, there are sometimes circumstances which lead employers to offer certain employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? Start by evaluating it carefully to...
read moreIf you care about what happens to your money, home, and other property after you pass, then it is time to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you’re young...
read moreThe major budget package enacted by Congress in December included a subdivision called “SECURE Act 2.0.” The 1.0 version of this package of legislative changes for qualified retirement plans was the “Setting Every Community Up for Retirement Enhancement Act of 2019.”...
read moreDo you ever wonder where your money goes each month? Does it seem like you’re never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals. The new year can be a...
read moreWhen it comes to financial planning resolutions, creating an action-oriented plan includes figuring out where you are, what you want, and what you need to get there. These may seem like big, overarching questions, but they can be broken down into a few smaller...
read moreSocial Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you’ve been working and the amount of money you’ve earned. When you choose to begin taking Social...
read moreArvest Wealth Management is pleased to announce Tabi Lipscomb has been named president/CEO of Arvest Bank-Trust, effective Jan. 1. Lipscomb currently serves as Arvest Bank-Trust, chief fiduciary and risk officer and brings more than 30 years of Trust experience to her...
read moreAs the holiday season approaches, so does the desire to give gifts to those around us. These gifts are not just for people we know. Americans are some of the most charitable people on the planet, and that trend even grew over the last two years as people came together...
read moreCongress enacted the Setting Every Community Up for Retirement Enhancement Act in 2019, generally known as the “SECURE Act.” Key elements of the law included new incentives for employers to establish qualified retirement plans, lifting the age for Required Minimum...
read moreWhy did you purchase life insurance? If you’re like most people who buy life insurance, you’re looking to provide a source of income for someone, such as a spouse, parent, or child, after you pass. Buying the policy was the first step. Now you’ll...
read moreArvest Wealth Management is pleased to announce two promotions and one new full-time team member within our Advanced Planning Team that will further enrich the services available to high-net-worth individuals and households throughout Arvest’s four-state footprint....
read moreWhat is conducting a periodic review of your estate plan? With your estate plan successfully implemented, one final, but critical, step remains–carrying out a periodic review and update. Everyone has different life events and changes, both planned and unplanned, which...
read moreThere are moments when we may wish we could go back in time and tell ourselves what the future holds. If only we knew, we could avoid regrettable decisions and embrace an even better future. Although, as far as we know, we can’t go back in time and messages can’t be...
read moreArvest Wealth Management is pleased to announce Donny Rogers has been named president of investment services, effective Jan. 1. Rogers will replace Calvin Jarrett, who is retiring in early 2023. Rogers, who currently serves as president and CEO of Arvest Trust and...
read moreYou know how important it is to plan for retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact...
read moreWith the major stock market indices in bear market territory, this may be a good time to evaluate the potential benefits of realizing some capital losses in the investment portfolio. No one enjoys admitting defeat by selling an asset that has gone down in value, but...
read moreExperience may be the best teacher, but that doesn’t mean we are all the best students. Many times, there are lessons we only grasp later in life once we’ve made the same mistakes over and over again. It has been said if you want your kids to learn about taxes, you...
read moreA successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful, and all investing involves risk, including the possible loss of principal, here are six basic principles, which may help you...
read moreBecoming a do-it-yourselfer is easier than ever, thanks to the internet and YouTube. Skills and knowledge, once available only from professionals, are now accessible to anyone with the patience to watch instructional videos. For example, a person could diagnose a...
read moreIt can be burdensome to wonder what will happen to your estate upon your passing. However, there are plans you can put in place, with the help of professionals, to alleviate some of that weight. Estate planning is a process designed to help you manage and preserve...
read more
