Broker Check


Divider

12036 N. May Ave.

(inside Northpark Mall)

Oklahoma City, OK 73120

(405) 254-3900

Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement

                    

"Money won't create success, the freedom to make it will."

                              -- Nelson Mandela

Helpful Content

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

View all articles arrow

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow