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Latest Thoughts from Arvest Wealth Management
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...
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.
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...
Financial Planning Questions To Ask During Every Life Stage
When 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...
Social Security Retirement Benefit Basics
Social 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 Security...
Arvest Wealth Management Names Lipscomb President of Arvest Bank-Trust
Arvest 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...
Merging Wealth and Philanthropic Planning
As 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...
On The Agenda: SECURE Act 2.0
Congress 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...
Planning Ahead for Life Insurance Proceeds
Why 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 need to do a...
Arvest Wealth Management Advanced Planning Team Announces Staff Changes Deepening Bench Throughout Footprint
Arvest 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....
Conducting a Periodic Review of Your Estate Plan
What 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,...
Have You Considered What Gift You Will Give Your Future Self?
There 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...
Arvest Wealth Management Names Rogers President of Investment Services
Arvest 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...
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