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Latest Thoughts from Arvest Wealth Management
End of the year approaches, have you taken your RMD yet?
Tax deferral on retirement savings eventually comes to an end. Those who are 73 and older this year must take Required Minimum Distributions (RMDs) from their qualified retirement plan accounts (IRAs, 401(k)s, SEP-IRAs, Simple IRAS, and similar retirement plans but...
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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...
Estimating Your Retirement Income Needs
You 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 science....
You Can Harvest Investment Losses For Tax Savings
With 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,...
Three Halloween Lessons Investors Should Learn Too
Experience 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...
Six Keys to More Successful Investing
A 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...
Four Benefits of Working With a Financial Advisor
Becoming 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...
Estate Planning: An Introduction
It 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...
Grandparents Day. Showing Appreciation For Their Support.
In twenty-two countries around the world, a special day is designated to recognize and to celebrate grandparents. In America that day is the first Sunday after Labor Day. Creating a family and a lasting legacy is a tremendous achievement, and every grandparent...
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