Showing posts with label managing money. Show all posts
Showing posts with label managing money. Show all posts

Thursday, June 5, 2025

First Date Finances

 

1ST DATE FINANCES — (a sweet story)

 


One of my favorite things about the work I do is the privilege of 

getting to hear stories like this one from a couple who I have grown 

to respect and admire over many years.  Hope you enjoy this piece 

of real life here in OKC. 



 

“Have I told you about our first date?” Mr. B. asked me (his financial advisor) 

while his wife was out of the room for a moment.  “No, I’ve not heard.”  

I replied with an eager tone. 



 

“For our first date we went to a nice Italian place, had a pleasant 

meal and conversation, and I got up to pay the bill.  While fiddling with 

my wallet, my date walked up and asked—“are you having issues with 

your credit card?”—to which I replied, NO.  I am trying to find my 2 for 1 coupon.”


 


“Her positive response is part of why we have such a happy marriage 

after decades of life together.”

 



Troy

 

Thursday, April 6, 2023

Corporate Socialism

  ** All written content is for information purposes only. Material presented is believed to be from reliable sources. No representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. **
 

Friday, March 17, 2023

Which Question

 

   ** All written content is for information purposes only. Material presented is believed to be from reliable sources. No representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. **

Wednesday, March 1, 2023

80 Billion to the IRS


   ** All written content is for information purposes only. Material presented is believed to be from reliable sources. No representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. **

Thursday, February 16, 2023

Spending Habits Research


   ** All written content is for information purposes only. Material presented is believed to be from reliable sources. No representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. **

Thursday, January 9, 2020

Love and Money

There's an age-old adage says: “Money can’t buy happiness.” 
We’re all familiar with that one. And there’s certainly a truth to it. Happiness comes from within; money itself cannot give us that. 
However, it’s also true that life requires money. Our joys and interests; our health; the fundamental basics of life. All require money.
Not exactly groundbreaking stuff, I know. Life and money "go hand-in-hand", as they say. So why would we exclude all the "life stuff" when we're looking at our finances?

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