When is the right time to talk with heirs about inheritance? It will probably be awkward because the conversation involves both money and death, and most people prefer not to think about either. Sometimes, an heir’s expectation of an eventual windfall can take some...
read moreYour need for life insurance changes as your life changes. When you are young, you typically need less life insurance, but as you take on more responsibility and as your family grows you may need more. Then, as your responsibilities once again begin to diminish, your...
read moreArvest Wealth Management’s retirement plan consulting group has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of more than $100 million. The Arvest Wealth...
read moreOver the last month, many have asked themselves what they can do to help Ukrainians who are suffering, and many companies have stepped up beyond government sanction requirements. Some companies have stopped doing business in Russia, and some have raised money for...
read moreWhether you are navigating the planning stages of retirement or have already begun enjoying your retirement years, our library of resources can provide answers to your questions about retirement readiness: Retirement Planning Tax Planning Have You Checked Your...
read moreWhat is long-term care? Long-term care refers to ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care provided by professional health...
read moreWhen it comes to planning for your retirement income, it is easy to overlook some of the common factors affecting available funds. If you do not consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term...
read moreEach year many of us look forward to the end of winter and the start of springtime. The first day of spring is the Vernal Equinox – the day when the Sun crosses the celestial equator and moves north. During this time, the days and nights are of equal duration. There...
read moreAccording to a recent report by the Federal Trade Commission (FTC), social media has become a prime venue for many scammers. The report says last year, “more than 95,000 people reported about $770 million in losses to fraud initiated on social media platforms.” That...
read moreIn times of crisis, you do not want to be shaking pennies out of a piggy bank. Having a financial safety net in place can help ensure you are protected when a financial emergency arises. One way to accomplish this is by establishing a cash reserve—a pool of readily...
read moreWhether you have recently been named the executor of an estate and need to know the basics, or are wondering why many families choose trust services for wealth management, our library of resources is a great place to start: Explore Arvest’s Library of Resources on...
read moreArvest Wealth Management is pleased to announce we have hired Emil Suqi as fixed income portfolio manager. Based in Overland Park, Kan., Suqi manages fixed-income separate account portfolios for Arvest Wealth Management Trust and Investment Management Group clients....
read moreIt is generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you have not given your plan a thorough review within the last 12 months, now may be a good time to do so. Have you...
read moreFebruary 2nd, or Groundhog Day, is not a random date. In fact, it is the cross-quarter day, which falls between the winter solstice and the spring equinox. This means it is right between the seasons, and a good time to think about whether it is going to be a long...
read moreArvest Wealth Management recently announced a record-breaking year in terms of assets under management and revenue growth. Arvest Wealth Management, which offers wealth management, trust, investment, and insurance products and services, has investment and trust...
read moreWhen you maintain a good financial reputation, you reduce the perceived risk associated with lending to you, which can help increase your chances of qualifying for a loan at a reasonable interest rate. It is not just lenders who reference your credit score to make a...
read moreWhether you are seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each...
read moreWhen you consider a rocket launching into space, or an aircraft carrier traversing the oceans, you understand they are large vessels unable to change paths quickly. Their trajectory must be clear from the beginning to arrive at their planned destination on schedule....
read moreAs we imagine retirement throughout our lives, we may create a bucket list of dream-fulfilling desires and activities. Some revisit interests they did not have time to master during their working years, such as playing the piano, while some visit places that take...
read moreThe responsibilities of caregiving have grown as a result of basic demographics and the pandemic’s economic effects. More adult children have boomeranged back to the nest to deal with the burden of student loans while starting their careers. Additionally, seniors are...
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