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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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How Much Life Insurance Do You Need?
Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs may then decrease after your...
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month throw $50 into it but do not take any money out until you are ready to buy a house, send your child to college, or retire. It sounds a little crazy, right? This is what investing without setting clear-cut goals...
Celebrating Senior Citizens Day
Forty years ago, President Ronald Reagan signed Proclamation 5847 and marked August 21 as the day seniors will be celebrated. The majority of seniors being celebrated at the time were people who lived through world wars and difficult economic times, banded together...
Saving For College: Why You Should Consider A 529 Plan
Many financial professionals recommend 529 plans as the best way for most families to save for college.* After new legislation that passed in 2019, 529 plans are more flexible than ever to help you make the most of your investment and your tax-free earnings. Here...
Arvest Wealth Management Announces New Senior Client Advisors
Arvest Wealth Management is proud to recognize Sean Garibay, Taylor DeWeese, and Ryan Brisiel as our newest Senior Client Advisors. These advisors are highly driven, customer-focused, and adhere to our policies and procedures in a manner worthy of this coveted...
Choosing College in the Game of Life
The Game of Life (the board game introduced by Milton Bradley as The Checkered Game of Life) was originally created over 160 years ago, in 1860. In the modern version released in 1960, the game starts out with an interesting scenario. Each player must choose...
Travel Trusts: Giving the Gift of Experiences
With restrictions winding down and summer in full swing, Americans are beginning to experience some of the wonderful travel they previously deferred. Some reports show travel spending is on the rise, and spending on experiences is outweighing spending on goods....
Arvest Wealth Management Launches ‘Advanced Planning Team
Arvest Wealth Management is pleased to announce the launch of our Advanced Planning Team, a group of experts and specialists focused on delivering strategies and solutions for high-net-worth individuals and households throughout Arvest’s four-state footprint. “At...
Eleven Ways to Help Yourself Stay Sane in a Crazy Market
Keeping your cool can be difficult when the market goes on one of its periodic roller-coaster rides. Having strategies in place can prepare you, both financially and psychologically, to handle market volatility. Here are 11 ways to avoid making hasty decisions,...
In Brief: The Special Needs Trust
Serving as a caregiver for a child or adult who has special needs brings unique challenges and is an admirable role. Each disability can present unique challenges, which require unique solutions. However, one common challenge involves managing financial resources,...
Inflation Watch
The U.S. economy had never experienced anything like the coronavirus pandemic, which triggered widespread lockdowns of the local economy and a general economic contraction. Once vaccines became available, the economy did not reopen smoothly, with many disruptions...
Investment Planning: The Basics
Why do so many people never obtain the financial independence they desire? Often, it is just because they do not take the first step — getting started. Besides procrastination, other excuses people make include investing is too risky, too complicated, too time...
Preparing for Parenthood
You are about to become a parent. Congratulations! Parenthood may be one of the most rewarding experiences you will ever have. There are also a lot of new factors to consider. An Arvest Wealth Management Client Advisor can walk through the planning process with you...
Getting the most from Social Security
Although Social Security is supposed to be supplemental income in retirement, it is still an essential income source for most people and a primary income source for some. Nevertheless, many may not realize they can take steps to maximize their benefits either by...
Cottrell Named President and CEO of Arvest Wealth Management
Arvest Wealth Management is pleased to announce Asa Cottrell has been named our next president and CEO. Cottrell will assume those responsibilities on June 13. “Asa’s unique range of experience and perspective make him the ideal choice to be the next leader of...
Having “The Inheritance Talk.”
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...
Life Insurance at Various Life Stages
Your 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,...
Arvest Wealth Management Named to List of Nation’s Top Advisor Teams
Arvest 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...
Does ESG have an Edge in Investing?
Over 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...
Wisdom For The Journey To And Through Retirement
Whether 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...
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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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