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Latest Thoughts from Arvest Wealth Management
Protecting Your Loved Ones with Life Insurance
How much life insurance do you need? Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you're young, you may not have a...
Our focus is to provide our advisors with the technology and information necessary to provide you, the investor, the best service possible. We go beyond just your investments and take a team approach to help you build, protect, manage and transfer your wealth.
401(k) Plans – An Overview to Help You Get Started
Retirement plans and expectations vary greatly for each person, so the amount you need to retire and the method to reach that goal is unique and personal. One popular way to reach a retirement savings goal is with a 401(k) plan. Some estimate that 79% of Americans...
Planning for All Stages of Retirement
Most of our lives we are concerned with living in the moment–figuring out what we need to do today and how we might accomplish it. Sometimes, we can move beyond the moment, and think of our goals for the month, or even goals for the year. Many even benefit from...
Why Work With a Client Advisor?
The world 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house, and stayed married to the same spouse. In those days, too, one spouse could support a family, paying for...
Safe Harbor 401(k) Plans
Everyone is familiar with 401(k) plans, but not everyone knows they come in different flavors, one of which is the safe harbor 401(k). The one thing all these special 401(k) plans have in common is that they're generally simpler to maintain because they're exempt...
Why Stay Invested in a Volatile Market?
Hindsight may be 20/20, but predicting the future is always hard. “If only I had acted.” “I knew that would happen…” “The market agreed with me at the time.” These are all thoughts that pass through most investors’ minds at one point or another. The reason...
Mid-Year Is a Good Time for a Financial Checkup
The first half of the year is behind us. During those six months, life events happen - both planned and unplanned. It can be helpful to revisit your financial plan to ensure it still supports your goals. Here are some ways to evaluate if you are continuing on the...
Retirement Travel – Without the Financial Anxiety
Exciting summer travel plans are coming up, and many individuals and families are running through the usual checklists and questions. Have we chosen a destination? If traveling internationally, are our passports all up to date? Does our bank know so our credit...
How Can I Control The Distribution Of My Estate?
There are a number of ways your estate can be distributed to your heirs after you pass. Each allows a different degree of control over distribution, and each poses different challenges and opportunities. If you haven't taken steps already, it's important to...
Financial Basics for Millennials
With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to offer, you're also aware of your emerging financial...
Converting Savings to Retirement Income
During your working years, you probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that...
Business Succession Planning for Generational Success
Many family businesses don’t last beyond the first generation, and it is even more difficult to prosper beyond the second and third generations. Among the many issues to address are successor management, providing retirement income for senior owners, developing a...
Five Keys to Investing for Retirement
Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic concepts can help you make smarter choices regardless of whether you already have some investing...
Financial Literacy: Beyond the Basics
April is financial literacy awareness month, so it’s a great time to assess your financial goals and determine whether you are using all the tools available to achieve them. Although there are many wonderful informational resources and guides available to teach you...
Arvest Wealth Management Again Named to List of Nation’s Top Advisor Teams
Arvest Wealth Management has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution Advisor Teams with Assets under Advisement (AUA) over $100 Million. It is the second year in a row the team has been...
Cain Joins Arvest Wealth Management as Chief Compliance Officer
Kendra Cain has joined Arvest Wealth Management as Chief Compliance Officer, effective March 20. She replaces Tom Harps, who recently announced his retirement after serving nearly 17 years as chief compliance officer at Arvest Wealth Management. Cain will be...
Six Questions To Ask a Trust & Estate Professional
You may have heard that the great wealth transfer is coming. There are estimates of $30 to $70 trillion in assets to be transferred between generations in the coming decades. For some, it is much closer than they would like, and many individuals leaving an...
Evaluating an Early Retirement Offer
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 make...
Wills: The Cornerstone of Your Estate Plan
If 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 or...
A Closer Look at SECURE 2.0
The 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...
Establishing a Budget
Do 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 great...
PLAN & PREPARE FOR YOUR FUTURE
Arvest Wealth Management helps people make careful, consultative investment decisions you can live with—today and for years to come.
At Arvest Wealth Management, we have the tools, resources, and expertise you need to manage every financial aspect of your life: from stocks, bonds, and life insurance to retirement planning and estate settlement and everything in between. Best of all, you will have one client advisor orchestrating all the different Arvest Wealth Management capabilities. One person who knows you, knows your goals, and works hard to help you meet them.
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