Retirement Investment Advisors
CERTIFIED FINANCIAL PLANNER™ professionals in Oklahoma and North Texas.
We all know how important it is to save for retirement, and 401(k) plans have become one of the most effective ways to save. However, many workers who have access to a retirement plan don’t participate. That’s probably the biggest mistake you can make. If you have access to a plan, you should take full advantage of it.
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In this month’s newsletter your find important information about estate planning, overcoming retirement fears, retirement longevity, and risk tolerance during retirement, along with personal insights from three of our advisors.
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As you go through life, the one thing you can count on is that Uncle Sam will always be with you. The following provides an overview of what you can expect…
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One of the surest ways to sabotage your financial goals is to take on an excessive amount of debt. If debt is hampering your ability to pursue your financial goals, consider these factors…
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Many of us want to do our part to leave the world a better place. Fortunately, there are many ways you can ensure you’ll have a meaningful impact on the world and leave a legacy that lasts long after your gone…
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Many of us want to do our part to leave the world a better place. Fortunately, there are many ways you can ensure you’ll have a meaningful impact on the world and leave a legacy that lasts long after your gone…
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To effectively save money, you need to develop a financial plan based on what you want to achieve in your lifetime. Your personal goals are the foundation of your financial plan, because without clearly defined goals comes the probability of money mismanagement.
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