Thank You, S.E.C.

Retirement Q&A: Concerning '20-Somethings'

Continuing our interview with Kelsey, a 20-year-old senior working toward a bachelor’s degree in finance at UCO. This time the focus was on retirement. Even at 20, saving for retirement is on her radar, but she has some questions as to how to go about it.  

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?

Just A Movie

Last month, a client and her husband went to see a movie with another couple. The other couple chose the location: Warren Theatre in Midwest City. (That is all the way across town, for those not familiar.) 

Both couples live in Edmond near the Quail Springs Mall area. On the way to the Warren in Midwest City, they would be passing several perfectly good movie theatres (that were significantly cheaper!). My client and her husband thought about suggesting a different theatre. But not wanting to be difficult, they stuck with their friends’ suggestion.  

Cash v. Plastic

How much are you REALLY spending?

Crypto Legitimacy?

Most investment managers and financial planners avoid bitcoins as an investment or a currency, for a few reasons. 

Health Savings Account Benefits: What's in it for YOU?

Determining the best healthcare coverage plan can be difficult. Often, consumers choose a healthcare plan without really knowing what the upcoming year has in store for their family’s health.

That kind of goes without saying, right?