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Latest Thoughts from Arvest Wealth Management
Understanding Long-Term Care Insurance
It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term care increase as you get older. As the costs of home care, nursing homes, and assisted living escalate, you probably wonder how you'll ever be able...
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.
How Can Investments be “Tax-Efficient”?
“Tax efficient” investing means taking steps to minimize losses to taxes in an investment portfolio. However, taxes should not be the primary reason to buy, hold, or sell an investment. Afterall, paying more taxes on an investment that grows substantially can mean...
A Retirement Income Roadmap for Women
Many women are working and taking charge of their own retirement planning. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your...
When Do You Make Your IRA Contributions?
The earlier you make your IRA contributions, the longer they will grow. So, under that theory, you should have made your IRA contributions for tax year 2023 at the beginning of 2023. However, not everyone has the luxury of having the money ready to invest right...
Understanding Roth IRAs and conversion options
According to the Investment Company Institute’s 2023 handbook, as of the beginning of 2023, some $33.6 trillion worth of assets had been earmarked for retirement. That seems like a mind-boggling amount of assets. However, running out of money in retirement is the...
Facing the Music: RMDs
The tax deferral accorded to IRAs and qualified retirement plans has helped to push total retirement resources in the USA to $33.6 trillion at the end of 2022 (Investment Company Institute 2023 Fact Book). Eventually, tax deferral must come to an end. The mechanism...
Caring for Your Aging Parents
Caring for your aging parents is something you hope you can handle when the time comes, but it can be very challenging and is often the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps you can take to make the...
National Estate Planning Awareness Week
Every year since 2009, during the third week of October (the 17th through the 23rd in 2023), estate planners across the country recognize National Estate Planning Awareness Week. They work to help the public understand the value of estate planning and how it aligns...
Myths and Facts About Social Security
Myth: Social Security will provide most of the income you need in retirement. Fact: It's likely that Social Security will provide a smaller portion of retirement income than you expect. There's no doubt about it — Social Security is an important source of...
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...
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...
PLAN & PREPARE FOR YOUR FUTURE
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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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